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CRM Idea Center
Status Already exists
Categories Accounts & Contacts
Created by Guest
Created on Jun 8, 2023

Add new field “same address” as Account for Contacts

I’m finding it way too time consuming to input the same address & phone number for contacts since it’s the same address as the account. You should be able to click “use same address” as the account for contacts.

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    Alex Chesnutt
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    Sep 8, 2023

    Hello! Thanks for submitting this idea to us! We have a feature like this on our web desktop version. I'm including some steps below to use that feature on the web. Please let me know if you have more feedback or if this feature is not what you're looking for!

    1. To use this feature, create the account (or start with an existing account) and enter the address information on the account record.

    2. Once the record has been saved, scroll to the bottom of the page to the "Contact" section and click "New Contact"

    3. When the new contact form appears, a button will appear at the top of the page called "Copy Account Details".

    4. A pop-up will appear in the middle of the page to allow you to choose the addresses to add to the contact record.


    Below I've added as screenshot of the button!