02-06-2014 08:27 AM - edited 02-06-2014 08:28 AM
We have somebody going through and updating a lot of our contacts, so I was asked to remove the linked fields between company and contacts so that somebody didn't hit "YES" and change all the work she just did. Even for fields that are blank in the company record but have information in the contact linked field, when updated it erases the data that was in the contact field. Currently, "YES" is the default selection, so all that you have to do is hit enter and "YES" is selected. Is there any way to make "NO" or "VIEW LINKED FIELDS" the default?
I would REALLY appreciate any help with this! Thank you =)
02-11-2014 09:05 AM
Unfortunately, there is no way to change the default on this. The purpose of linking a company to a contact is so that they share certain fields. Additionally, it allows you to go directly to that company from a contact by clicking the name of the company. If you do not wish for there to be an option to update the linked fields, you have two options:
1. Remove the association between the fields from the Define Fields section so that you can still click the link to access the company directly from the contact. Note that this will affect all records in the database. You can find information on how to do this here: http://kb.swiftpage.com/app/answers/detail/a_id/19170
2. If the ability to jump to the company from the contact by clicking the name of the company is not a big deal to you, rather than linking the contact to the company, you could treat it the way that you would a group and set the company to dynamically add contacts based off of the name found in the company field for the contacts. For example any contact whose company name is equal to ABC Company will automatically get added to a company that you have named ABC Company in the Company seciton. See http://kb.swiftpage.com/app/answers/detail/a_id/13884 for more details
02-11-2014 09:16 AM
Thank you Elise. I was afraid that might be the case. I went through the Define Fields section the other night and removed the linked fields for everything but the company name. My manager and I are going to be speaking about this so we can link the company/contact fields again because we cannot select Create Company from Contact (or vice versa) and have any information but the company name copied. It used to copy all address, phone info before which was a great tool for sales and other users at the company. Thanks again for getting back to me!