Decide which addresses a new customer needs

Choose which address uses (service, billing, mailing, shipping) Nova recommends or requires when someone creates a customer, and which are preselected for households and companies.

In the sidebar, open Settings, then choose Account Address Policy under Accounts. The page address is /settings/org/account-address-policy.

When someone creates a customer, Nova can suggest or insist on certain address uses: a service site, a billing address, a mailing address, a shipping address. This page sets that rule for the whole organization.

Before you start

• Anyone with the settings permission can read the page. Changing it needs the permission to write organization settings; otherwise the cards are greyed out.
• The lightest rule that still protects your invoicing and scheduling is the right one. If staff start typing junk addresses to get past the form, the rule is too strict.

Steps

1. Read the summary card at the top. Effective create rule says what Nova asks for today, and the chips show your industry, the profile in effect, where it comes from, and whether it blocks or only warns.
2. Under Policy mode, pick Inherit industry (marked Recommended) to let the organization industry from the General page choose the rule. If no industry is set, use the Set organization industry link.
3. Or pick Fixed template to pin the rule to one template even if the industry changes later. A Template selection section appears; choose Field service, Property management, Auto service, Lodging & reservations or General business. Each card lists what it requires.
4. Or pick Custom rule to choose the categories yourself.
5. Under Create enforcement, choose Warn only (show the recommendation but allow a sparse account) or Block account creation (the account cannot be saved without the selected uses).
6. If you chose Custom rule, three grids appear. In Required at customer create (or Recommended at customer create when you chose Warn only) select the uses that matter. In Household default uses and Company default uses select the uses that should be preselected on the quick add and full add forms.
7. Press Save changes, at the top right of the Policy mode section. Reset beside it does not undo your edits: it sets the page back to Inherit industry with Warn only, and you still have to save. Both buttons stay greyed out until you change something.

What you see

• The summary card updates as you change things, so Effective create rule always tells you what a new-account form will do once you save.
• Household default and Company default on the card show the preselected uses, or No preset uses.
• Behavior notes at the bottom is a reminder that this page only controls account creation. Invoicing still needs a billing address and scheduling still needs a service site, whatever you choose here.

If something looks different

• Save changes stays disabled: nothing has changed yet, or your role cannot write organization settings.
• An amber Inheritance source notice sits above the mode cards: no organization industry is set, so Nova is falling back to the profile named in the notice. Set the industry or pick a fixed template.
• The Template selection section is missing: it only appears when Fixed template is the active mode.

Open Account Address Policy