Hello,
When a new contact is created, we need the Contact's address to be defaulted to its Account's address when the Contact page loads. How can this be done?
Like
Dear Allen,
The easiest way to achieve your goal is by creating a business process. Please use the example below and feel free to modify it in the way you need.
Best regards,
Lily
Lily Johnson,
Hi Lily and Allen,
I implemented a similar solution for a client and it worked really well on version 7.12.3. However, client´s environment were updated tonight and on version Version 7.12.4.924, the page doesn´t load (neither refresh) when the process is getting the default values.
However, if I close the record and reopen it, the values were properly entered.
Any thoughts?
Thanks.
Danilo Lage,
Hello! Can you please send an email to support@bpmonline.com with detailed description of this case? We'll be glad to help!
Best regards,
Angela