11-25-2009 06:45 AM
11-25-2009 08:27 AM
If I understand the problem, you have created a number of new fields and placed them on a custom tab for the contact instead of the company.
You might be better off than you think, because you will map the fields to associated fields in the company layout.
You will need to create a new field under COMPANY for each of the custom fields under CONTACT. They must be the same type and length.
You will then map the field in the CONTACT to the COMPANY, and voila, you will have the data in both places.
The reason that this may be a benefit is that the information you collect on the company will also show up under the contact so you will not have to switch back and forth between the company and contact views.
Hope this helps.
11-25-2009 08:33 AM