Add "Same as associated entity" address check box in Contact record
GeorgeJ4336 last edited by
Each contact has a "role," such as inventor, employee, client, or company. For contacts that have relationships to entities, for example, inventors, employees, or paralegals, who are associated with clients or foreign associates, it would be nice to have the option to specify the contact's preferred contact information (mailing address, phone number, etc.) is the same as for the corresponding entity, maybe via check boxes next to these fields. Otherwise, when an entity moves, I have to change the addresses of all the people associated with that entity. I realize I could use the address, etc. fields for people to store only their personal contact information, but that defeats automatic generation of reporting letters, such as those that must be sent via paper (ex. original Letters Patent). It would also make it easier to be consistent in the way correspondence gets addressed. For example, it would avoid sending one contact's correspondence to "The Charles Stark Draper Laboratory, Inc." and sending another contact's correspondence to "Draper Laboratory."
support_appcoll last edited by
If you select an assignee for a contact (in the contact details page) and the assignee has an address, it will automatically copy over to the contact's address. Please note, this will not overwrite any existing contact address information. It will only populate the assign address if the contact address is blank.
We have spoken with engineering to link the assignee address to the contact address, such that changing the assignee address will automatically update the contact address.
We will update this post when this has been completed.
KimG5166 last edited by
Coming here to request the same thing.
We'd love an option to have contact address filled in with the assignee address when the Assignee field is completed. For example, inventor John Smith, Assigned to XYZ Company, when that assignee field is filled out on John's record, have the address auto populate with the corresponding address for XYZ Company, or have a "same as assignee" check box. It would save a great deal of data entry.