Method Community

Would love to have a way to create a Job/Project that pre-populates with parent customer's info the same as QuickBooks.  

Maybe this could be done with a "save as job of" Button or a "Copy Info from Parent Customer" Link.

Hi Mark,

Can I ask which screen you'd like this to happen from?  We actually have an internal ticket as a suggestion for this already.  The request is for the New Lead, New Customer, Edit Lead and Edit Customer screens to grab the parents address info if the first line of the address is blank.  Otherwise, prompt the user if they'd like to copy the address info from the selected Job of Customer.

Danny

Those are the screens I'm thinking about.  The automated ideas sound good but it would be great if the copy actions were also added to an ellipsis button click on the "Job of Customer" dropdown that way you can easily copy over changes to the parent customer.

When you say address info are you including the parent customer's contact info (contact name, phone, email....) as well?

Hi Mark,

I'd likely look to QuickBooks to see what information is copied over from the Parent to the Job and follow a simliar style for QB Desktop and QBO.