04-04-2019 12:58 PM
We have added a dropdown field to the contact view and been using it for a couple of years.
We would like to create the same field in the Company profile then sync to all the contacts linked to the company.
What is the best procedure?
04-15-2019 12:43 PM
You can create a field in the company view and then link it to the field in the contact view and also use the same linked drop-down.
Once you have done this any changes made in the company view on this or any linked fields will update all the linked contacts to that company record.
More information here -