02-14-2017 09:47 AM - edited 02-14-2017 09:48 AM
Is it possible to create a dynamic Group with all Contacts of Companys which does have a specific field?
A Group called "Mailinglist E-Business" with all Contacts that belong to Companys with the field "Industry = E-Business"?
Or is the only possibility to give this "Industry" Field to each contact individually?
Kind regards, Mike
02-14-2017 09:52 AM
02-15-2017 03:11 AM
02-15-2017 05:26 AM
"If you create a field for your contacts that is linked to the field on the company records which you want to group by (i.e. link an Industry field on your contacts to the Industry field on companies) then you can use this in your dynamic group criteria."
That would be awesome!
Is there any tutorial out there how to link a field to the company field that belongs to the contact?
02-15-2017 08:27 AM
It works like a charm, but do I have to update every company manually to get the field into the contact?
"Updating Individual Contacts
Updating All Contacts
So I have to click each company -> update linked contacts -> next company -> update linked contacts?
I cant find an option to update EVERY company / EVERY contacts in one click instead of one by one.
02-15-2017 09:39 AM
There is a way to update all the companies linked fields at once, although it's a workaround method as this isn't something you should need to do more than once after setting up.