View, Add, Update Account Locations and Addresses

Account Location - View, Modify, Add

Go to Account Explorer> Locations

Look to see if the Location already exists (View)

If it DOES exist

Note the “Code” of that Location for easy reference later

If it does exist, but needs to be UPDATED (Modify)
Select the Location you wish to update
Make the changes you wish to see, in the body
Validate and Assign Jurisdictions (If you have licensed Melissa Data or Vertex O)
Save


See your updates


If it does NOT exist (Add)
Click New Location
Populate the Data(remember to add a Code)
Validate and Assign Jurisdictions (If you have licensed Melissa Data or Vertex O)
Save

           

See your new Location

         


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