- 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
This posting is provided "AS IS" with no warranties, and confers no rights.
"Kalyan Narra" <KalyanNarra@discussions.microsoft.com> wrote in message
news:4065E6AF-FEBE-4E49-92B8-72966CD7EEEE@microsoft.com...
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