0 Replies Latest reply: Feb 26, 2014 7:57 AM by laura@rps-creative.com RSS

    Is it possible to auto-populate a customers address from the CRM record?

    laura@rps-creative.com Community Member

      Is there any way to have a customer's address from the CRM auto-populate when manually creating an order? My client inputs many phone orders every day and despite the address already set up in their CRM records, they have to type in the address EVERY time, which gets old. Is there a way for the Invoice to pull the address from the establised CRM record? I already have the invoice set up to pull the address, but if the new order address section is left blank, it's blank on the invoice as well.

       

      Thanks!