Understanding addresses in Zoho CRM

Understanding addresses in Zoho CRM

The following is based on an instance of Zoho CRM with no customisation. 

In Leads you have one set of address fields which are:

Street
City
Province - I highlight this to UK customers to think County
Postal Code
Country

When a Lead is converted, the address data that is completed willfollow the conversion. The Lead address is converted to on an Account:

Billing Street
Billing City
Billing Province
Billing Postal Code
Billing Country

The shipping address is left blank, as it could be different. If it is identical there is a button to copy the system fields from billing to shipping or vice versa.Note if you add any custom fields to facilitate Unit, Block, Street 2, etc. these won't be copied over by this button.

The Lead is also converted to an Contact and the address fields follow to:

Mailing Street
Mailing City
Mailing Provience
Mailing Postal Code
Mailing Country

Like Accounts, the other address fields are left blank but can be copied quickly.

Three common queries are:

1 - Can I add extra address fields (for example Unit Number). Yes you can however you need to ensure that they are connected with the matching fields on Account and Contact or else the data will not flow to these records. Also the Copy button on Accounts and Contacts will not copy the custom field data over.

2 - I have created a new field on Leads, Accounts, Contact called Street 2 but the data isn't populating. This is because when the fields were built they weren't connected. It is a simple fix to resolve this issue.

3 - The copy button on Account or Contact is not copying all the data. The copy button only copies the system fields, any custom fields will not be copied.
    • Related Articles

    • Send emails and sync conversations with custom email addresses in Zoho CRM

      March 2024 In many situations, multiple email addresses are used by a single person. For example, a customer may have multiple email addresses for various purposes, such as personal communication, online shopping, work-related correspondence, project ...
    • Understanding Marketing Attribution in Zoho CRM

      Marketing campaigns play a crucial role in any business, as they help one ensure a better consumer reach and awareness. Most companies prefer integrated campaigns since multiple channels ascertain much better and consistent brand promotions. In ...
    • Zoho CRM - CRM For Everyone

      June 2024 Beta - Restricted Early Access Introducing Zoho CRM - CRM for Everyone: Your Complete Collaboration Solution CRM for Everyone offers a unified platform for seamless collaboration across multiple teams involved in customer-related workflows. ...
    • Zoho CRM Email Authentication

      Zoho CRM Email Authentication 16th October 2023 When you use a third party application to send email on your behalf (for example Zoho CRM), you should always utilise Email Authentication. Email Authentication is a method of verifying your domain so ...
    • Zoho CRM System Requierments

      Correct May 2015 but subject to change, please review: https://www.zoho.com/crm/help/understanding-zohocrm.html#System_Requirements Operating Systems: Windows Macintosh Linux Web Browser: Safari 4 and above Chrome 17 and above Firefox 17 and above ...