07-07-2013 11:11 PM
Is there anyway to link a division field to the main company record?
I have a few large companies with multiple divisions around their state, I have made these locations divisions of the main company but I need to link a date field on the division records to the main record so that my users only have to update the field on the main record.
Please tell me there is a way to do this that I am over looking, if there isn't I really don't understand the point of divisions.
07-08-2013 11:12 AM
None of the data between divisions and company spills up os is shared. Think about divisions as merely an organizal tool. We also would like to see companies show all of the contacts in the divisions below them or to be able to link fields between divisions like you can link between companies and contacts. But currently neither of these is a feature of ACT.
My only sugestion would be to nOT use divisions but to place everyone in a single company and link the fields that are appropriate. and add a division field at the contact level.