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

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.

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  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 25 #2

    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 Posts: 10
    edited November 2021 #3

    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_20061
    Alex Stueber_20061 Posts: 104
    Elite Solution Provider
    edited January 28 #4

    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