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Auto-populating customer name?

  • 15 November 2021
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When setting up a new customer account, can it be set up so that it auto-populates the primary contact name from the account name?

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Best answer by Naveen Boga 16 November 2021, 04:45

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Naveen Boga
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Hi @amainville  It can be populate from Account Name to Primary Contact Name, but it requires small piece of customization.

Naveen B

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