Is there a way to automatically populate the Postal Address Fields with the information contained within the Physical Address Fields?
Now that we have setup the QBI integration, we find that new clients that we enter, synchronise to Quickbooks linking Aya Nova’s Physical Address to Quickbooks’ “Ship To” adress fields. This is fine, except the majority of our clients will use the same address for both Physical/Postal & the corresponding Ship To/Invoice To in Quickbooks.
I am (now) aware of the shortcut button when creating a new client record in Aya Nova, to copy theinfo into the Postal Address section. However, most of our existing clients, don’t have data entered in the Postal Address unless they actually use different addresses. This is also an extra click that has to be done for virtually every client (& means we would have to check every invoice, just in case it was missed) - it would be better if there were an option to automically use the same information, except where a particular option was checked…
Thanks in advance,