I would like to be able to ...

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Option to Automatically populate person address with company address

It seems surprising that you cannot simply check a box to say 'use the main company address' when adding a person at an organisation, rather than typing out the address again, field by tedious field. Or am I missing something, and it's there already?

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    piersalingtonpiersalington shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
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      • piersalingtonpiersalington commented  ·   ·  Flag as inappropriate

        It does not look that way on the screen. If I search for an existing company, and then add a new person, the boxes on the right hand side of the screen say:-

        Contact Information - You haven't added any contact information yet, use the update link to add some.

        Addresses - You haven't added an address yet, use the add link to add one. (despite the address for the company being fully populated)

        Both these pieces of text lead me to believe that there are no address details for the new person. If I click on Edit the person's details, then the addres details section is blank - again confirming that there are no address details held for this new person unless I enter them manually in that person's contact details

        Then when I export this new person to CSV file - guess what? The address details ARE BLANK! Where and how does the address detail from the company record get added to the person record so that I can do something as fundamental as send them a mailing?

        Please explain, because either I have missed some simple step that will populate the address details, or else I have not explained correctly what it is I am wanting the system to do. I hope the notes above clarify my requirements.

        I consider this a really important issue - and potentially a huge drain on our resources to have to keep typing in duplicate address details for each new record that we add - plus it introduces the possibility for errors.

        Hopefully the 'Completed' status on this ticket does NOT mean that it is not looked at again at your end

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