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Customer experience | Sales, Customer Insights,...
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Defaulting One-time address toggle to Yes

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Posted on by 29
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 it toggle to Yes.
 
Is it possible without customisation to set the One-time address toggle to default to Yes rather than No?
 
  • Martin Dráb Profile Picture
    Martin Dráb 230,371 Most Valuable Professional on at
    Defaulting One-time address toggle to Yes
    This thread is wrong for two reasons: it's in a wrong forum and it's a duplicate - the same topic is already discussed in the right forum.
  • RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    Defaulting One-time address toggle to Yes
    Hi,
     
    Is this "one-time" option associated with a specific field, you can check the designer of this form to see if it has a default value and change it to "ON".
     
     
     
    Best Regards,
    Rudy Zhang
  • Edmund Fearon Profile Picture
    Edmund Fearon 29 on at
    Defaulting One-time address toggle to Yes
    Hi Rudy,
     
    I have perhaps posted this in the wrong the forum. This the Sales order creation view in Dynamics 365 Finance and Operations.
  • RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    Defaulting One-time address toggle to Yes
    Hi,
     
    Based on the screenshot you provided, our team is unable to determine which specific app in the Dynamics family you are using (we did not find a similar interface in the Dynamics 365 Sales app). Can you provide us with more information about this application? For example, the name of the app or the specific functionality shown in your image.
    ​​​​​​​
     
    Best Regards,
    Rudy Zhang

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