Include a home address field/ship to in the contact profile
complete
Seth Weiner, MAS
THIS IS A BIG WIN! POWER TO THE PEOPLE!
Jessica Lavoy
marked this post as
complete
New Features Available! You now have access to the new Additional Addresses feature in Syncore V2. To learn more, head to Resources > Knowledge Base > Sales > Contacts - Hope you enjoy!
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Doris Rochefort
Awesome 👍
Jessica Lavoy
marked this post as
in progress
Hello, Our Engineering team is currently working on this feature. Further updates on details will be shared here and from our Marketing team communications. Thank you!
Seth Weiner, MAS
Great start - will it be able to populate into SRF's and Jobs? Or will it simply be a holding place of information?
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Jed Spencer
Jessica Lavoy: I'm hoping it'll be available in a drop-down in Quotes/SRF's/Jobs!
Jessica Lavoy
Jed Spencer Seth Weiner, MAS: Initially this information can be used in Quotes, Sales Orders and Purchase Orders in Syncore (V2). As we migrate Samples into Syncore then this feature will also be considered then :)
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Jed Spencer
Jessica Lavoy: It's unfortunate that we can't store addresses without the contact profile company name (ie going to the recipient's home address or if the product always ships to a fulfillment warehouse of another company).
Jessica Lavoy
marked this post as
under review
Thank you for the feedback and voting for this item! We are currently reviewing this item with our Product & Engineering teams and will post further updates here.
Jessica
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Jed Spencer
Any traction on this one? We have customers with programs so some orders come here and others ship direct. It is a huge hassle to have to pull up addresses from the client profile notes, or elsewhere, rather than simply being able to click a drop-down and select from any number of stored addresses. This should be a pretty high priority as it's a basic functionality of most every CRM I've ever used.
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Jed Spencer
For that matter, we should be able to include any number of addresses on a contact profile and to give them labels, just like on any other CRM.
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Jed Spencer
Especially during lockdowns with people working from home, it would be nice to have this as a drop-down when selecting a ship-to address.
When editing a quote/sales order, all customer addresses should be available in a drop-down to choose from on demand.
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Shari Verrone
This is super important to have and would add a ton of time savings to be able to pull home addresses for mailings.