Clients - Copy address to Street/Postal
The process for entering addresses for clients needs to be easier and more streamlined. It should default to Australia (the overwhelming majority of clients have Australian addresses). You should also be able to copy street address to postal address, rather than having to reenter the data.
Megan Murphy
shared this idea
Hi Megan, so we can get a sense of the interest in the two aspects of ideas you noted in this idea I've just split the second to this post so we can track these separately. If there are any plans made for either of these improvements we'll share on the respective idea. Thanks
-
Carol Cameron
commented
Ability to copy a contact address for postal.
Often a client has the same address for home and postal. when working with ATO Mate, a contact must have a postal address listed for it to search for the client.
It would be good to be able to just copy the home address instead of having to type it in again for postal address. -
Jordan Birch
commented
The new Practice Manager update is mostly great, but why do we need to manually enter the full address now? Bring back the address search function, it's so much less hassle
-
Jordan Birch
commented
The new Practice Manager update is mostly great, but why do we need to manually enter the full address now when adding client details? The prefill address search was great and I don't understand why it was removed. It's just a hassle
-
Gemma Wagner
commented
Just a simple press of a button that can copy exactly what has been set as the physical address for the postal address. The retyping or even copy paste option is not time efficient
-
Trianne Price
commented
Create ability to set the Postal Address the same as Physical Address without having to enter twice.