10-05-2009 06:25 AM
One thing that has always frustrated me about this feature is that several key fields do not copy across to the contact record, such as ID/Status, Referred By, Fax & Phone to name but a few
I appreciate some people may not want all of this information to be pre-poulated but it would be nice to have the option, as you do with the Primary Fields on the Conact level
If anybody has any idea as to how this can be achieved I really would appreciate some feedback
Thank you in advance
10-06-2009 10:56 AM
You need to link the company and contact fields. Once you do that, creating contacts from company will bring over the data.
10-13-2009 09:30 AM
04-18-2016 06:37 AM
An older post, but in case someone stumbles on it like I did. This linkage is only one way for many data fields (Address, Phone, etc). Updating these in Company will update all linked contacts, but if you create a company from a contact, these fields will not carry over.