Copy Address button customisation
Hi I'm very new to Zoho CRM and need some help regarding Addresses - specifically in relation to the "Copy Address" buttons available within the Contacts and Potentials edit screens.
The majority of my Leads will have both a Mailing Address and a Physical street Address that I need to capture at Lead creation stage.
On conversion of the Lead (to Contact/Account and Potential) I need the following to occur:
In Potentials I need to display
· Physical Address only
In Accounts I need to display both:
· the Mailing (aka Billing) address AND
· the Physical (aka Shipping) address
In Contacts I also need to display both:
· the Mailing (aka Billing) address AND
· the Physical (aka Other) address
I can achieve all of the above by using Custom address fields and hiding the default fields in each screen - but if I do, the “Copy Address” button that appears when editing either Accounts or Contacts remains linked to the standard Zoho adress fields and doesn’t appear to be able to be modified –
eg in the Contacts edit screen, the “Copy Address” button allows the Zoho-defined “Mailing” address to be copied only to the Zoho-defined “Other” address and vice versa – which is useless to me as both the Zoho-defined Mailing and Other addresses are not visible (having been replaced with my custom Mail and Physical address fields).
Can I either
1. disable(hide) the default “Copy Address” buttons in the Accounts and Contacts edit screens,
2. re-configure the “Copy Address” buttons to permit copy to and from the custom displayed address fields, or
3. reconfigure without using custom addresses in such a way that the current “Copy Address” functionality is useful yet still enable capture of the 2 addresses at Lead creation stage ?
Topic Participants
Deric Sydenham
Edward
Prakash
Kruti Damania
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