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Companies Lookup and Replace Field That Is also Linked To Contact

Bronze Contributor
Posts: 1,393
Country: USA

Companies Lookup and Replace Field That Is also Linked To Contact

I have added Y/N field to the Companies view. Based on Company criteria, I created a list of companies. I then used the "Replace Field" option to put a check mark. I first noticed that I was not prompted to update the linked fields. I then went to the contact detailed view and did a lookup on the Y/N field to see the contacts that met the criteria. Nothing displayed. Can I assume that it is not possible to do a multi-company "Replace Field" that is linked to contacts and have it automatically update the contacts at one time?
John Purdy
ACT! Premium 2016 (V. 18)
Main: HP 9470M 8GB, Win 10 Pro, & Exchange 2013 & Office 365, 32bit
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Nickel Super Contributor
Posts: 341
Country: USA

Re: Companies Lookup and Replace Field That Is also Linked To Contact

You're right...   is not possible

 

An alternative could be ...  

 

1. After making the change in companies

2. Be able to make a list of contacts that are in those companies

3. So... do also the change in contacts...   But this feature is not enabled for multiple companies

 

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Do not forget to periodically back up the database and store safely the Administrator password

 

 

Juan Carlos Otero
juancarlostero@icloud.com