Pull Organisation address into Activity Location field as the default or first suggestion

Options
Iain Gilmour
Iain Gilmour Member Posts: 10

Don't you think it would make sense for the Organisation's address to be there as the first suggestion in the Location field when creating a meeting or appointment?  We have it for the person (the contacts in the company) so why not give us the company address if it has been entered?   I find it quite annoying that we go to the trouble of populating the address fields but it does not appear as the default for the meeting location.

Tagged:
0
0 votes

· Last Updated -

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 843
    5 Likes First Anniversary First Answer Combo Breaker
    edited February 2022 #2
    Options

    I don't think you always have meetings at the organizations' address.

     

    Many meetings are done virtually so that would become inapplicable. 

  • Iain Gilmour
    Iain Gilmour Member Posts: 10
    edited November 2021 #3
    Options

    I don't think you always have meetings at the organizations' address.

     

    Many meetings are done virtually so that would become inapplicable. 

    Not all meetings are held at the client's place but if a meeting is being physically held somewhere, it would usually be at their place or ours, hence why I recommended it to be the default or at least be auto-populated.

    Auto-populated (if available) should be: 

    1. Client's place
    2. Your place

    Your choice of online virtual meeting links already appears in a different field.  See attached image.

     

    image

     

  • Alex Stueber
    Alex Stueber Member Posts: 89
    First Anniversary 5 Likes Name Dropper Photogenic
    edited January 2022 #4
    Options

    Hey @Iain Gilmour I think I have a solution for you!

    You can use 2 types of activities

    Type 1 = Office Meeting
    Type 2 = Client's Address

    Then you just need to automate this to populate all the info for you 😉!
    Check the video on this link

    https://soapbox.wistia.com/videos/txc6fjPNGG

     

    image