Search the Aria Knowledgebase for
User Documentation, APIs, SDKs, and more!

 

Home > Aria Crescendo Documentation > Aria for Salesforce > Aria for Salesforce > Opportunity Management > Setting Up an Opportunity or Quote > Enter Addresses

Enter Addresses

This article applies to:Aria Crescendo

Overview

You can choose existing contact information or create a new billing contact from the Add/Modify Plans form by following the steps below.

Entering an Address

Getting Here: Select an opportunity or quote > click Add/Modify Plans > Payment Method

  1. Select an existing contact by clicking the search button next to the Billing Contact search bar.

existing contactv2.png

A new window displays with all records to chose from or the option to create a new record.

  1. Select the New Contact toggle to create a new contact address.

A Billing Contact form displays.

new contactv2.png

  1. Fill in all required fields marked with red.

This contact information will be used as the billing address for the opportunity or quote.

  1. Check the Update Existing Billing Contact Address checkbox to have this contact information be used as the default billing address in the future.

Editing an Address

Getting Here: Click Accounts > choose an account

  1. Click the Aria Account Contact or Aria Billing Contact under the Aria Fields section.

edit addressv2.png

 The Contact page displays.

Note: For Person accounts. the Billing Contact, Account Contact, Account Name, and Consumer Account fields all default to the account holder's information

  1. Hover over the Mailing Address field under the Contact Detail field.

A pencil symbol displays.

  1. Click the pencil symbol to edit the field.
  2. Make all applicable changes.

BillingAddress.png

  1. Click OK.
You must to post a comment.
Last modified
08:23, 4 Aug 2016

Tags

This page has no custom tags.

Classifications

This page has no classifications.