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Syncing filelds trhu multiple contacts

Copper Contributor
Posts: 13
Country: Canada

Syncing filelds trhu multiple contacts

Hello,

 

I created a tab for clients' "Children" fields and dates of birth.

 

How can I get the inputs (the data) to automatically show up in the spouse's contacts fields?

 

Thank You

 

Phil

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Syncing filelds trhu multiple contacts

You can't. I don't think there is even an addon for that. The better organization would be to make the children separate contacts and link the family together using Relationships.

Roy Laudenslager
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Silver Contributor
Posts: 1,813
Country: USA

Re: Syncing filelds trhu multiple contacts

[ Edited ]

Your only way to do anything like that would be to use the compan view for the "family" and link the company fields to the contact fields for each member of the company.  Probablyl more work that necessary.   

  

An easy work around be to use the first person to contact you (or the husband) just be consistant, and then use the relationship tab to link the spouse to the main record for the family.  The fields wont puss down, but it would be easy to go to the original record for the info.

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Copper Contributor
Posts: 13
Country: Canada

Re: Syncing filelds trhu multiple contacts

Thank you both for the feedback.

 

Phil