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  1. Add an area for Client Address when adding an Activity

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    2 comments  ·  Matrix » Activities  ·  Admin →
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    gathering requirements  ·  AdminRyan Moore (Product Owner, Matrix) responded

    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?

    An error occurred while saving the comment
    Anonymous commented  · 

    Yes. That could work.

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