Manage estate-agent company addresses
Maintain primary, billing and shipping fields.
Before you start
Use the relevant estate-agent, agent-staff or core Staff permission. Company membership also limits the records available.
Follow these steps
- Open the company or staff register and locate the exact account.
- Maintain primary, billing and shipping fields.
- Fields include address/city/state/zip/country plus billing_* and shipping_* groups.
- Save the form or confirm the selected action, then reopen the same account.
Fields, rules and limits
- Fields include address/city/state/zip/country plus billing_* and shipping_* groups.
Check it worked
The saved identity, relationship and status match the intended account.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Fields include address/city/state/zip/country plus billing_* and shipping_* groups.
Why is the record or action unavailable?
Use the relevant estate-agent, agent-staff or core Staff permission. Company membership also limits the records available. Check the current company and record relationship before requesting additional access.