CloudLink Ideas Portal

When entering an new influencer pull physical address not billing address when clicking "Same as Cust Address'.

Currently in SL-Sales Rep when entering an influencer Sales Link automatically defaults to 'Same as Cust Address' if you want to enter a separate address you must click on the radio button for 'Separate Address'. When a rep leaves the default of 'Same as Cust Address', SL defaults to pull the billing address and not the physical. We would like to see if we can flip that around and pull the physical address first and if there is no physical address then pull the billing address. CATERPILLAR looks at four things for customer record quality, one of which is physical address we have found that most billing addresses turn out to be PO Boxes IF there is a separate billing/physical address. If the default would pull the Physical address first we could help eliminate PO Boxes showing up as the address for influencers. There will not always be a physical address that is different from the Billing but if there is this will eliminate the PO Box being used for influencers.

  • Mandy Turnbaugh
  • Mar 7 2018
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