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Populating data in fields added to layout

New Member
Posts: 6
Country: United_Kingdom

Populating data in fields added to layout

Hi

 

We have a field called 'Company Description' in the Company part of the database.  I'd like to add this field to contacts - I've added the field using the design layout box and it says it is linked to the Company Description but existing records are empty on the Contacts view.  Can I automatically populate this field with the same information that already exists in the Company profile?

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Populating data in fields added to layout

Hi Sarah,

 

Yes you can. Open the Company detail view for the company you would like to update contact records from, then from the 'Companies' menu, click Update Linked Contacts.

Act!_2016-08-17_16-41-39.png

 

Here's a Knowledgebase article that goes in to more detail on managing Linked Company and Contact Fields: http://kb.act.com/app/answers/detail/a_id/19170

New Member
Posts: 6
Country: United_Kingdom

Re: Populating data in fields added to layout

Thanks!  Is it possible to do this as a bulk action for all companies?

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Populating data in fields added to layout

No. It should be done for each company individually.
How many companies do you have in your database?

Once the data in a linked company field is changed and save is clicked, you will be prompted to update all linked contacts.
New Member
Posts: 6
Country: United_Kingdom

Re: Populating data in fields added to layout

2438...it's going to take me a while!

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Populating data in fields added to layout

Hi Sarah,

I've just learned of this free addon you might find useful!
http://www.freeactaddons.com/free-addons/company-updator
New Member
Posts: 6
Country: United_Kingdom

Re: Populating data in fields added to layout

Thanks again - I'll give it a go and hopefully it will save me loads of time!

S