SCENARIO

When creating a new Job/Project, the Address tab may or may not be automatically populated, depending on the configuration set.

SOLUTION

To carry over the address(es) from the related Customer record, the user may follow the steps below:

1. Navigate to Setup > Company > General Preferences.

2. Mark the "Pre-Populate Contact Address" checkbox.

3. Click Save.

EXPECTED BEHAVIOR

1. Open an existing Customer record (with at least 1 address).

2. Hover on the Create New icon > Select Job/Project.

3. On the Job/Project form, click the Address tab.

- All addresses from the Customer record shall be carried over.