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pmozz
Populate Account/Lead Address fields into Activity
I have created a record type in Activities for a sample request. The sample request goes to another individual in our organization who then is responsible for seeing that the sample is shipped and tracking that it is received and the costs collected. What I need to do is find a way to provide the shipping information in the task without having the sample requestor retype it. Does anyone know if this is possible and what I would need to do to make it happen?
Thanks!
Thanks!