Method Community

Good morning!

I need to have multiple addresses for a Lead other than the primary Billing/Shipping addresses.

Is there a way to accomplish this without creating lots of custom fields?

Thanks.

Hi jpfiester,

After you've saved your lead you can add any additional information in the Notes section: Scroll down to the bottom of the screen and click More actions... then click Notes. However, if you want to store the address in fields for use later on, i.e. through actions, then you would need to customize the EditLead screen and include additional address fields.

- Ashur

Forgot to mention that if you do end up customizing the EditLead screen, you will also need to customize the EditCustomer screen as well so that when you convert leads to customers all the address information is kept.

- Ashur

Thank you!

jpfiester:

Is there a way to accomplish this without creating lots of custom fields?

Just a table design tip on this one, create a separate table called Address with all the fields you want to store (address123, city, country, etc.) plus one extra field called AddressRecordID.  AddressRecordID will store the RecordID of the customer so when you want to retrieve all address' for a customer you'll look at this table for all records that match your customer's RecordID.  This will not add a bunch of unnecessary fields to existing tables and will allow for an unlimited number of address per customer record.

Hope this helps!

~C

Ah, yes. Perfect suggestion, and a much cleaner way to do it.

Many thanks,

January