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Change contact layout to include company telephone

New Member
Posts: 6
Country: United_Kingdom

Change contact layout to include company telephone

I am trying to adapt the generic contact layout and would like to automatically pull across the main company record so if I create a new contact from a company it already has phone number as well as address - how do I do this?

 

Is there a training video for setting up a completely new database?

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Change contact layout to include company telephone

Hi Sarah,

 

We have a Knowledgebase article that explains how to edit which company fields are linked to contact fields. http://kb.act.com/app/answers/detail/a_id/19170

 

We also have a video training library available here that covers many commonly used features, and set-up tasks.

Check out our Resources page for more Getting Started and Knowledgebase content. http://www.act.com/en-uk/resources