multiple locations
We have multiple office locations. When a client calls in to schedule an appointment, is there a way to create the activity automatically showing the location where they normally go for appointments? We are trying to be in the habit of asking which office they go to, but it is somewhat unprofessional, and it would be great if when we are creating the activity, if redtail would automatically enter the location for us. Like an automation for whenever we create an activity for Mr Smith, the activity would populate the location based on a rule that we would have to set up for each client???
2
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Laura Simpson
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