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Best practise in displaying postal address in letters

edited Nov 22, 2019 6:05PM in CRM 1 comment

Currently when we put in a new lead we add details for the company client first (such as phone, billing and shipping address etc...), then in the 'contacts' tab we put in the contact persons first, last names, phone and email.

I've discovered when I want to send a letter to the contact, the merged file misses out the postal address. I had assumed that Netsuite would automatically take the postal address from the company record that the contact person is attached to. I got around this by adding the postal address from the company to the contact persons record.

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