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



How to Update an EXISTING Location (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, How to Add an New Location
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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