Locations
Shared Address Records
Maintain structured location information that can be reused across CRM, accounting, HR, projects, documents, communications, and operational workflows.
Brilliance One Addresses
Every location. Connected to the relationship behind it.
Centralize addresses, locations, contact methods, related people, credentials, and important relationship details so the rest of Brilliance One can work from consistent information.
Use shared location and contact data across customers, vendors, employees, facilities, projects, communications, accounting, documents, and other supported workflows instead of maintaining duplicate information in separate systems.
Addresses
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Contact Methods
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Locations
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Relationships
Relationship Data
Keep important details with the records that use them.
Addresses provides a shared structure for physical locations, communication points, related people, documents, credentials, and dates that may be referenced throughout Brilliance One.
Contact Methods
More Than a Mailing Address
Store phone numbers, email addresses, websites, social profiles, emergency contacts, and other supported communication points around the same relationship.
Supporting Records
Credentials & Documents
Associate licenses, insurance information, credential documents, and other relevant files with appropriate access controls where those workflows are configured.
Location Types
One relationship can have more than one place.
Organizations and people often have multiple locations with different operational purposes. Brilliance One can keep those locations associated with the record they belong to.
Primary Address
Maintain the main location associated with a person, organization, customer, vendor, or other relationship.
Billing Address
Associate billing-specific location information with financial and customer workflows where applicable.
Shipping Address
Maintain delivery or fulfillment locations for products, documents, or other physical activity.
Service Location
Track the physical location where field service, installation, inspection, maintenance, or scheduled work occurs.
Business Location
Represent offices, branches, facilities, stores, warehouses, or other operating locations.
Additional Locations
Maintain other relationship-specific locations when one address is not enough to describe the business context.
Contact Information
Keep communication points with the relationship.
Physical addresses are only one part of relationship data. Brilliance One can also organize multiple ways to contact or identify the people and organizations behind the record.
- Phone numbers
- Email addresses
- Websites
- Social profiles
- Emergency contacts
- Alternate contacts
- Preferred contact information
- Business-specific communication points
Shared Contact Context
Contact information should not have to be re-entered for every workflow.
When information belongs to the relationship itself, connected modules can reference the same underlying data rather than maintaining separate copies whenever possible.
Data Standards
Structured once. Reusable across the platform.
Address and relationship information is more useful when it follows a consistent structure that can be referenced by multiple business workflows.
Geographic Data
Structured Locations
Support city, county, state or region, postal code, country, site, and international location information within a consistent address model.
Lifecycle
Important Dates
Track relevant birthdays, anniversaries, credential expirations, insurance renewals, policy dates, and other relationship milestones where applicable.
Associations
Related People
Connect family members, alternate contacts, site managers, external team members, pets, or other related entities where those relationships matter to the workflow.
Connected Data
One location record. Many business uses.
Shared address data can support multiple Brilliance One modules without forcing each operational area to maintain a separate version of the same location information.
Accounts
Connect addresses and contact methods with customers, leads, vendors, partners, organizations, and people.
Accounting
Reuse appropriate billing, shipping, vendor, customer, and financial location information where supported.
Human Resources
Associate appropriate employee, emergency-contact, workplace, and workforce location information with HR workflows.
Projects
Connect projects and work activity with customer sites, service locations, facilities, and other relevant locations.
Scheduling
Use appropriate physical or service locations when appointments, resources, or field activity depend on where work occurs.
Communications
Keep phone, email, and other supported communication points connected to the appropriate relationship record.
Relationship Lifecycle
Some details matter because of when they change.
Capture the Information
Store the appropriate address, contact method, relationship, credential, or important date with the underlying record.
Reuse the Context
Allow supported modules and workflows to reference the same structured information instead of creating unnecessary duplicates.
Maintain the Record
Update locations, communication points, relationships, credentials, and lifecycle dates as the underlying business relationship changes.
Credentials & Supporting Records
Keep supporting information with the right relationship.
Some workflows require more than basic contact information. Relevant credential, insurance, licensing, or identification-related documents can be associated with appropriate records where configured.
- Licenses
- Insurance documents
- Credential records
- Expiration dates
- Renewal dates
- Supporting documents
- Relationship references
- Permission-aware access
Appropriate Access
Sensitive relationship data should not be universally visible.
Where protected or sensitive supporting information is stored, Brilliance One can use the broader platform permission model to help limit access to appropriate users.
System-Wide Consistency
Update the relationship. Reduce fragmented copies.
Shared information can reduce the number of separate address and contact records teams must maintain when multiple workflows depend on the same underlying relationship data.
Fewer Duplicate Records
Reuse appropriate relationship data instead of repeatedly creating separate versions for individual modules.
Clearer Updates
Keep shared information easier to maintain when a customer, vendor, employee, or location changes.
Better Context
Allow teams to understand how a location or contact method relates to the broader business relationship.
Operational Reuse
Use the same structured information across supported CRM, ERP, communication, and operational workflows.
Relationship History
Preserve important details around people, organizations, facilities, sites, and other connected records.
Structured Data
Maintain predictable address and relationship fields that are easier for users and connected systems to work with.
Brilliance One Core
Shared relationship data starts with Core.
Brilliance One Core provides the users, permissions, security, settings, communications, automation, and shared platform infrastructure that allow address and relationship information to participate in broader business workflows.
Core Workspace
Workspace modules. The shared foundation of Brilliance One.
Manage the core relationship, communication, automation, security, administration, and user capabilities that support the rest of your Brilliance One workspace.
Accounts
Accounts
Centralize customers, leads, vendors, partners, organizations, and contacts in one connected relationship record with communication history, activity, documents, tasks, financial context, and operational workflows.
Learn about AccountsAutomations
Automations
Build repeatable workflows that handle routine follow-up, trigger communications, apply actions, and move work forward based on defined business events and timing.
Learn about AutomationsAddresses
Addresses
Store and organize physical locations for customers, vendors, facilities, offices, service locations, and other business relationships so address data stays connected to the records and workflows that use it.
Learn about AddressesCommunications
Communications
Manage email, SMS, MMS, replies, templates, campaigns, delivery activity, and communication history while keeping conversations connected to the customers, contacts, and workflows behind them.
Learn about CommunicationsSecurity
Security
Protect business and customer data with authentication, role-based permissions, security groups, controlled access, audit visibility, privacy-oriented controls, and security practices that extend across the Brilliance One platform.
Learn about SecuritySettings
Settings
Configure organization-wide preferences, branding, defaults, system behavior, connected services, and other administrative options that shape how Brilliance One works across your business.
Learn about SettingsTools
Tools
Access practical utilities for imports, exports, validation, data management, operational cleanup, and other administrative workflows that help teams maintain accurate information and work more efficiently.
Learn about ToolsUsers
Users
Manage user identities, roles, permissions, security access, and workspace responsibilities so each person can access the Brilliance One capabilities and information appropriate to their role.
Learn about UsersBrilliance One Addresses
Store the location once. Use the context everywhere it belongs.
Connect addresses, locations, communication points, related people, important dates, credentials, and supporting records with the customers, vendors, employees, facilities, projects, and workflows that depend on them.
Brilliance One • Addresses • Relationship Data • Connected Operations