Add an area for Client Address when adding an Activity
Can we get client address added to CONTACT area in Activity, so we can copy and paste into LOCATION when setting an appointment? This would make it easier when locating the address needed for that activity.
Russ Parsley
shared this idea
I’m wondering if we had better quick options on the Location if that might be useful?
For example…
1. Set Location to Account Address
2. Set Location to Agency Address
3. Set Location to Contact Address
4. User Specified Address (as it is today)
This assumes you have an Account, Agency, and Contact attached tot he activity but they aren’t required and you couldn’t use those options if they didn’t exist.
What are your thoughts on this as a workflow?
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Anonymous
commented
Yes. That could work.
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Russ Parsley
commented
When selecting a New Activity and are planning a meeting and need to place the address in the Location box, the address of the company cannot be seen in the Account Profile, because the New Action box covers the address partially. the only option is to open matrix in another window or tab and go to client to copy and paste the address.if the new activity box were nudged down a bit, just below the address this would resolve that issue