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I would like to inquiry about the possibility of moving the purpose field/option set forward to the line record rather than having to go into advanced to then select the purpose. Alternatively when a new contact is created utilize the same quick create function currently deployed for addresses.


On a party record for any underlying party (prospect, vendor, customer, etc..) to classify a contact we have to enter the record and then enter advanced to then select a purpose.



Category: Common
STATUS DETAILS
Declined