Very rarely the billing address and shipping address will be different in our operations. What is the best way to auto copy the input from billing to shipping when adding new customers, but still have access to change that when needed?
Do you mean instead of clicking the 'Copy Address >>' button?
If you find this to be an unnecessary step you could add a Lose Focus action event to each of the fields from the Billing Address that performs an Enter Value Into Field On Screen action to copy what you typed into the Shipping address fields.
You will still be able to enter a different Shipping Address if you wish but won't have to click any more buttons if it is the same. Just a word of caution that if you went with this option and entered in unique Billing and Shipping addresses then before exiting the screen decided to alter the Bill To it will overwrite your Ship To.
Let me know if you have any further questions.
When doing so, how do you do the action? I put the Update Field or Object as Ship To, the value from screen and choose Bill To. Is that correct?
That sounds like it would work. If you add that action on a Lose Focus event when you click somewhere else or tab away from the field it should copy the value across. Let me know how you get on.
I tried putting those codes in the Bill To first and nothing, then tried in the Ship To and got the same thing. I'm new to the programming and I must be doing a rookie mistake.
For anyone else following this thread,
We discussed this on the phone while looking into another issue. The actions were working as expected on the New Customer screen the changes had been made to. Unfortunately, it looks as though the Estimates and Invoices screens are calling a different version of the New Customer screens. The options here are to take a fresh copy of the original screen (ensure replace links is selected) and make required changes, update the Go To Screen actions on the other screens, or add the new actions to those screens as well.