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author's profile photo Former Member
Former Member

Campaign for mixed private and business addresses

Hello all,

I have a question concerning the execution of campaign.

Our requirement is, that we have a targetgroup with contact persons who want to receive the mailing to their private address and persons who want to receive the mailing to their business address. Is there any possibilty to maintain a flag on the customer which address should be used in campaign execution?

In the export we always need data of the business adress (function of the contact person), so working with/wtihout the B2B Flag is unfortunately not possible.

Thanks for your help in advance!

Anne

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  • author's profile photo Former Member
    Former Member
    Posted on Apr 01, 2011 at 11:30 AM

    Hello,

    You can try doing this.

    In CRM WebUI, you have the option of maintaining different addresses for an account.

    while creating a new account, you have to fill in the fields under heading "Main Address and Communication Data". After you save the document, this address will be considered as Main Address.

    Scroll down, and you will see some new tabs out of which the tabs, "Address and Address type" are of interest. Maintain new addresses in the tab "Address" wherein you can mention the email id also and mark the email id what you want as Standard.

    Under the tab "Address type", you can assign the addresses as main address, billing address etc.

    I hope this will help you.

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    • Former Member

      Hello,

      thanks for your answer.

      I just want to clarify your answer: this would mean that we have the private address of a contact partner as a special address in the account? I am not sure if this is a missusage of the addresses of the account. I think it will work but it I am not absolutley happy with that.

      Has anybody else another suggestions?

      Thanks for all your help!

      Anne

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