08-17-2016 08:21 AM
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?
08-17-2016 08:44 AM
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.
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
08-17-2016 09:02 AM