Tech Support > Microsoft Windows > Windows CRM > Populating Addresses from Account to Quote
Populating Addresses from Account to Quote
Posted by Kalyan Narra on October 25th, 2004


Our sales team uses the general address in the accounts to both shipping and
billing addresses for quotes. Is there a way to populate the billing address
and shipping address automatically in quotes with the account it has been
associated with when the quote is created. Thak you

Kal

Posted by Jason Hunt \(Invoke Systems\) on October 26th, 2004


There is a "Lookup Address" button that allows to easily pull in an address
from the Account and update the address fields in the Quote. There is not
an automatic way to do this at this time.

Jason Hunt
Invoke Systems

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"Kalyan Narra" <KalyanNarra@discussions.microsoft.com> wrote in message
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