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Home > User Documentation > Aria for Salesforce > Aria for Salesforce 2 > Opportunity and Quote Management > Setting Up an Opportunity or Quote > Enter Addresses

Enter Addresses

Overview

You can choose existing contact information or create a new billing contact from the Addresses form by following the steps below.

Entering an Address

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

  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.

newcontactv3.png

  1. Fill in all required (red) fields.

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.

  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.

mailing addressv2.png

  1. Click OK.
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Last modified
09:56, 18 Sep 2015

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