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I’m wondering if we had better quick options on the Location if that might be useful?
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 commentAnonymous commented
Yes. That could work.