Answered
Product Enhancements
Copy To address Field
Sharon Gillespie
Under the Location Address of a Household/Entity, a check box for "copy to Postal Address fields" would be a fabulous time saver.
Comments
Thanks for raising this Sharon, we're all for suggestions that make your life easier.
With this one, we can go one better than adding the check box - Practifi already does this for you. We'll have your CSM contact you but in summary:
When merging address details mailing address labels etc, Practifi has a formula field that looks up whether a postal address exists. If there is not one, the system will automatically select the location address. So, just like magic, there is no need to store the same address in two places.
Your CSM will be in touch.
Adrian J
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