e-automate Ideas Portal

Certain account options should autopopulate or give the option to carry over from parent account

When creating a Location/Child account on a Parent account having the option to carry over certain fields would be helpful. Specifically for the mailing address and AR contacts, most companies have single Points of contact for that and currently I have to take a screen snip of the parent account before getting into the location creation.

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  • Mar 21 2025
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