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Updating values in company record and then updating linked fields

Copper Contributor
Posts: 28
Country: United States

Updating values in company record and then updating linked fields

Currently, if I update a field in a company record like ID/Status and want that to flow down to all the linked contacts so they have the same status, when I choose that, ACT mercilessly forces an update of ALL Linked fields - not just the one I changed.  Why on earth would you presume that if I have a company and I change a value of a field I that that would be a moment when I would want all values of all linked fields to overwrite what is currently stored in the fields for the linked contacts for those values.  Let's say I have 20 contacts linked to a company with many different addresses - well unless I want all those addresses wiped out and replaced with the company address values, I am forced to update the ID/Status each of the 20 contacts linked to that company individually by hand.

 

Why would ACT not present a dialog say with 2 buttons:

1.  update all linked fields (which is current functionality

2.  update only linked field(s) that have been modified

 

This would enhance a current frustrating lack of simple functionality.

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Updating values in company record and then updating linked fields

You make a good point - would make the Linked Fields function MUCH more useful.

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Updating values in company record and then updating linked fields

If you haven't already, please post this as a feature request in the Share Your Ideas forum.  Once submitted, other community members can comment and vote (kudo) on the suggestion.

Greg Martin
Sage