Topics started by Kristen Buley

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Kristen Buley
Beginner
Kristen BuleyBeginner
asked in Share Tips & Best Practices

People's Addresses

Where do you store client’s home addresses?  On the ORG page would be the business address. On the People page would be preferred, but the only method I can find is creating a contact card, calling the ORG “home” and entering it there.  However, I still have to drill down to get to the address.  Not everyone in the office is in the tax system, but everyone is in Karbon, and I’d like refer back to a spot that would have it.  How have y’all dealt with this?

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DianeK
Sr. Community Champion
2 years ago

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