Operations CRM - View Ship-To's Under a Company

1. Navigate to "CRM"

   To view all ship-to's or addresses under a company, navigate to the "CRM" section in the Operations Portal.

   

2. Click "Companies"

   Then, click "Companies". In order to access "Companies", you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "companyView", or "crmCompanyView". Just a reminder, "crmCompanyView" access only allows employees to access companies that are assigned to them.

   

3. Search for the company

   Type a keyword in the "Search..." field. Companies matching your keywords will appear as you type.

   

4. Click on the more details icon

   Click on the more details icon.

   

5. Go to "Addresses"

   Then, go to "Addresses" tab. In order to access the "Addresses" tab, you will need to be set up either as an "administrator" or a "superuser", or have the appropriate role: "crmCompanyAddressView."

   

6. List of ship tos

   This screen shows all the addresses or "ship to's" that are set up under a company.