When Adding a customer, let us fill in the COUNTY
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Brandon Schulze
When adding a new customer to the CRM, we are prompted for Address and phone number/email... but it doesn't have a section for County. County should be an Auto fill in when we enter the Zip code. This is an unnecessary extra step we have to do when adding a customer. After the customer is saved, the only way to add county is to then go back into the customer edit screen and do it that way. Why can't the CRM auto fill it with a zip code?
Shelby Parker
Thanks for flagging this, Brandon Schulze — totally hear you on the extra friction when you’re adding customers. I’ve shared this with the team so we can review the County field/ZIP auto-fill flow, and we’ll follow up if we need any additional details from your setup or a quick example of your workflow.
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Brandon Schulze
Shelby Parker Thank you. I don't feel like I'm askling for too much and it would save a TON of headaches here when we have deals pushed with no county and the tax rate is 1.5% different after we've closed a deal. :)