Adding details/address to account records?

Brand new to We are B2B. Setting up the CRM

When adding a new account, is there a way to add the billing address with the account record so that my sales reps don’t have to maintain a separate record outside of the platform?

I see on the quoting form it does a search on account records—but for the life in me I can’t figure out where to put that address on the record.

(Note that I found how to add the ‘location’ with some kind of mapping feature, but that doesn’t help when writing a quote or generating an invoice.)

Hello @TracyForte ,

Welcome to the monday community! :muscle:

Can you please explain what your problem is so I can provide a sufficient answer?

Why does the Location column not work for you? Is a text column out of the question as well?

Let me know!

Giannis, Implementation Consultant at