Answered Product Enhancements

Copy To address Field

Under the Location Address of a Household/Entity, a check box for "copy to Postal Address fields" would be a fabulous time saver.

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  • Official comment

    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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