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View Code? Open in Web Editor NEWCRM Tinkering
License: BSD 3-Clause "New" or "Revised" License
CRM Tinkering
License: BSD 3-Clause "New" or "Revised" License
As a end user I want to be able to create a client in my crm portal on one create/edit customer page so that I can minimize the number of clicks/amount of time required to create a new client/edit an existing client.
As a business I want to be able to enter my address once if my billing/shipping address is the same so that I do not have to duplicate any administrative work.
-issue: currently the address table allows the selection of an existing shipping or billing address but no functionality to auto populate shipping_address if billing_address' role is set to 'shipping/billing'/'both'.
As a business I want to be able to assign contacts of my clients to a given "client" account so that I can keep track of key decision makers.
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