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Defaulting One-time address toggle to Yes

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Posted on by Edmund Fearon

Hi all,

My organisation has a Customer account for which a large number of Sales orders are created with single use addresses. We don't want any new addresses saved against the Customer account, but are finding that a very large number are because users are forgetting to toggle it to Yes.

Is it possible to set the One-time address toggle to default to Yes rather than No? This is found in the New address screen, accessed from Create sales order.

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Layan Jwei 8,165 Super User 2026 Season 1 on at

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Hi Edmund,

Can you tell us what did you try?

For example, did you try to create an extension of the "SalesCreateOrder" form, then Add your logic in Init method?

Thanks,

Layan Jweihan

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Martin Dráb 238,753 Most Valuable Professional on at

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This isn't SalesCreateOrder form. It's LogisticsPostalAddress.

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Layan Jwei 8,165 Super User 2026 Season 1 on at

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Yeah, apologies I mean the Init method of logisticsPostalAddres. I thought it's the "one-Time" customer flag.

Thanks,
Layan Jweihan

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Ramit Paul 22,803 Most Valuable Professional on at

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Hi,

Have you tried with the saved view option?

Means, save to "Yes" and save the view as my view, if required you can publish the view to the required people.

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Kevin Xia Microsoft Employee on at

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Hi,

In addition to the method described by Paul, you can also use custom development to set the default value of this one-time address to Yes.

Best regards,

Kevin

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Edmund Fearon 31 on at

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Thanks guys,

I am looking for a way of achieving this without custom development at this stage. Saving a View did not do the trick.

If there is no option to configure this, I will look at customisation.

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Martin Dráb 238,753 Most Valuable Professional on at

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I don't believe it can be done without a customization. In theory, record templates (not saved views) could be an option, but there is already code changing the value of this field, which you'd need to deal with in some way.

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