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Linked contact/company fields

Copper Contributor
Posts: 26
Country: United Kingdom

Linked contact/company fields

[ Edited ]

Hi,

 

I have a number of contact fields linked to company fields, mostly the default ones like the 'Address 1', 'Address 2' etc. but I can't seem to get them to carry across.  I have created contacts and added them to a company, but the data in the linked fields for that company does not carry across to the corresponding fields for that contact.  The same is true for a number of contacts I have created and added to companies.

 

Any help would be much appreciated.

Message Edited by JammyJay on 05-10-2010 01:23 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Linked contact/company fields

The linked fields will not update automatically, you will have to go to the Companies menu and select the 'Update Linked Fields' option.  Has this been done?  Did the fields still fail to update?
Greg Martin
Sage
Copper Contributor
Posts: 26
Country: United Kingdom

Re: Linked contact/company fields

I guess I should have guessed it's not automated... I thought the whole point of CRMs was that they automate a lot of things, but in my experience with Sage so far it looks like I'm wrong.
New Member
Posts: 1
Country: United Kingdom

Re: Linked contact/company fields

 Very helpful, thanks

Charles