Add Manual Addresses to Tasks
Not all tasks we plan are for established accounts or licensee leads, but we cannot add them to the Day Plan without an address or associated accounts. Can we have the ability to type our own addresses?
1
vote
Steven.thorne
shared this idea
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You can easily add a new account under Sales -> Customers. Simply input a temporary license number and adjust once available.
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Paul+Corriveau
commented
there a number of customers that may not be on the LCBO or TBS licensee directory. New accounts opening up that do not have a license yet.
