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Adding new contact to a company

New Member
Posts: 1
Country: United States

Adding new contact to a company

Im sure there is a easy answer to this question, but when I create a new company, and I want to add a new contact to that company, there is the option to choose the company to associate with the new contact.  When I choose the company, it would be really nice to have the company details auto populate so I dont have to retype them all over again.

 

Is it possible to have it setup that way?

 

Thanks

Bill

Moderator
Posts: 4,395
Country: USA

Re: Adding new contact to a company

You can link contact fields to company fields.

For example, you might link the contact Phone field to the company Phone field. Contacts will inherit the phone number of the company they are linked to. If you change the phone number in the company record, the change applies to every contact that is linked to that company.

 

How to Manage Linked Company and Contact Fields