Determine which default address stored within Prospect CRM are used to populate the delivery address. The delivery address is found on Quotes and Orders, so it's important to select the correct default that works best for your business. You can choose from the following options:

  • Leave Blank

  • Use Company Address

  • Use Contact Address

  • Use Sales Ledger Address

  • Use Sales Ledger Delivery Address

Prerequisites

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

Step 1: Go to System Settings

Click on 'Settings' in the navigation menu, and select 'System Settings'.

Step 2: Search System Settings & Select Preferred Default Address

Using the search, type in 'Delivery Address' and hit enter. Here, you'll find the 'Automatically Populate Delivery Address on Quotes' setting. Simply select your preferred default address that will populate the delivery address on Quotes and Orders.

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