Have the main entered in the "add account" show up as we "add contact" to the customer
when I add an account, why not have the input that is added for the account show up as default for the contact who is added right after
2
votes
Tom Watson
shared this idea
Declining due to lack of clarification and/or understanding. If you still feel strongly about this request, we encourage you to enter it again with additional information so that we can better understand your needs and hopefully develop a solution!
Thanks!
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AdminRyan Moore (Product Owner, Matrix) commented
What input are you referring to?
When you create a contact, it use the address information of the account it is created for as default information. Beyond that, I cannot determine what you are trying to convey.
Thanks!