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Updating newly Linked fields

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New Member
Posts: 12
Country: USA
Accepted Solution

Updating newly Linked fields

In the Companies layout I created a field named Industry using an editable Drop Down list.

 

I recently added the same field to the Contacts layout, Linked it to the Company field and Imported the Drop Down list.

 

Now, for hundreds of Company records, I'd like to have the Company field data populated automatically into Contact field.

 

What is the best way to accomplish that?


Accepted Solutions
Solution
Accepted by topic author DuggoHicks
‎09-25-2015 03:20 AM
Moderator
Posts: 722
Country: USA

Re: Updating newly Linked fields

I think I understand what you're trying to do. You're wanting ALL companies to update all of their respective linked fields at once? If this is the case, this is not possible.

 

Act! only allows you to update all  the linked contacts for one company at a time. However, you may be able to find a Third-Party Add-on that will do that for you.

Elise O'Pry
Swiftpage
Visit our knowledgebase at http://kb.act.com

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Moderator
Posts: 722
Country: USA

Re: Updating newly Linked fields

Please see the following Knowledgebase article for information on updating linked contact fields:

 

http://kb.swiftpage.com/app/answers/detail/a_id/19170

Elise O'Pry
Swiftpage
Visit our knowledgebase at http://kb.act.com
New Member
Posts: 12
Country: USA

Re: Updating newly Linked fields

Elise, thank you for the reply and the link. This is ACT Pro 2012.

 

I'm trying to autoupdate one field in about a hundred current Contact records from the identical and Linked field in the Company records, but I only recently added the field to the Contact records.

 

Per the instructions below with the key word in red, I can cause the Link function to work - manually one by one. If that key word was companies I'd be done.

 

Is there a way to BATCH that Link update function?

 

Doug

 

How to Update All Contacts:
Important Note:
 Data in the Company linked fields takes priority over current data in the Contact record field. If you have data in the Contact linked field and the Company linked field is blank when you update data, the Contact field will be over written with the blank data from the Company field.

  1. Launch ACT!.
  2. From the Company view, locate the desired company.
  3. Click the Company menu, and then click Update Linked Contacts.
  4. This will update all contacts that are linked to this company.

 

Solution
Accepted by topic author DuggoHicks
‎09-25-2015 03:20 AM
Moderator
Posts: 722
Country: USA

Re: Updating newly Linked fields

I think I understand what you're trying to do. You're wanting ALL companies to update all of their respective linked fields at once? If this is the case, this is not possible.

 

Act! only allows you to update all  the linked contacts for one company at a time. However, you may be able to find a Third-Party Add-on that will do that for you.

Elise O'Pry
Swiftpage
Visit our knowledgebase at http://kb.act.com
New Member
Posts: 12
Country: USA

Re: Updating newly Linked fields

Thank you. I thought so and have been searching for a 3rd party software. My appreciation.