Contact data removes Account data when creating a quote
Hi,
Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great.
However when they then add a contact related to that account, the data in the address fields are removed and left blank. They then have to re-select the account again or type in the address manually.
They do not have address fields in the contact layout, only the account layout. Why does it do this and can this be prevented?
If they add the contact name in first, it populates the account name but no other information is pre-populated.
Very frustrating.
Thank you
Hayley
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hayley.pool
Prashant Sharma
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