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Link Company Information to all Company Contact Pages

New Member
Posts: 1
Country: United_Kingdom

Link Company Information to all Company Contact Pages

Can anyone help?

 

I would like to connect a category type from the company page in act to all associated contacts of that company. So that when someone updates the company type on the company page it is updated on all of the contact pages.

 

Can anyone help?  

Nickel Elite Contributor
Posts: 508
Country: USA

Re: Link Company Information to all Company Contact Pages

Absolutely, and it's not difficult.  First pick the two fields that will be linked - it appears you already have one for Company records (Category Type?), now either choose an existing field in Contacts, or create a new one. 

 

Now, in Tools>Define Fields, choose the Company module and Edit your category field.  Follow the prompts, and on one of the screens you will see a checkbox that, when checked, activates the dropdown box next to it, allowing you to choose the related/linked Contact field.

 

There's also a Knowledge-base article on this:

 

#19170 - How to Manage Linked Company and Contact Fields @ http://bit.ly/jNPYmH

 

Hope this helps...

Richard Brust
ACT! Certified Consultant
richard@rbrDataSolutions.com