When creating a Quote/Order it would be nice to allow the user to choose the contact (Person) from the company within CRM to ship-to. This would populate the Ship-To fields.

A dropdown of the Person and/or Person's address(es) plus the ability to create a new one on the fly would help. The current Create New Address button doesn't help because it simply adds the address as a standalone company address.

by: Stacy D. | over a year ago | Customer Mgment (CRM)