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Creating A Companies Field to Replicate to Existing Contact Field - Will Update Replicate to Other Contacts

Bronze Super Contributor
Posts: 1,473
Country: USA

Creating A Companies Field to Replicate to Existing Contact Field - Will Update Replicate to Other Contacts

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?

 

 

John Purdy
ACT! Premium V. 20.0.159
HP ENVY 17m, 16GB, & Office 365, 32bit, 1TB HDD.
Silver Contributor
Posts: 1,715
Country: United_Kingdom

Re: Creating A Companies Field to Replicate to Existing Contact Field - Will Update Replicate to Other Contacts

Hi John

 

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 -

 

http://kb.act.com/app/answers/detail/a_id/19170/~/how-to-manage-linked-company-and-contact-fields