Pull primary address when creating letters from templates in opportunities
When generating a letter from a letter template within an opportunity, the address should be the "primary" address, not the first address on the profile. Right now, the first address may be an inactive address but that is the address it pulls in the template. Support Chat said the software was designed this way. :(
Rhonda Page
shared this idea
04-24-2023: Opportunities: Resolved an issue with opportunity letters pulling the pay address. It will now pull the profile's primary address.
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Trish Reimer
commented
If the letter template that is chosen within an opportunity generates with the first address listed on the profile record (even if the address is marked inactive) then we should at least be able to re-sort the addresses so that the primary address is listed first. I'm frequently editing letters that are generated from an opportunity to make sure they have the primary address.