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Compact or Preserve Delivery Address Formatting

Determine how the delivery address appears on quotes and orders.

Updated over 3 weeks ago

Control how the delivery address appears on Quotes and Orders. You have two options to choose from:

  • Compact: Compact will remove empty address lines from the delivery address.

  • Preserve: Preserve will keep the address lines as they are in the CRM.

Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Navigate to System Settings

From the navigation menu click on Settings, then System Settings.

Step 2: Search System Settings & Select Preferred Delivery Address Option

Using the search, type in 'Delivery Address' and hit enter. Here, you'll find the 'Delivery Address Formatting' option. Simply select either 'Compact' or 'Preserve'.

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