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linking current contact to existing company - but address doesn't change!

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New Member
Posts: 2
Country: USA
Accepted Solution

linking current contact to existing company - but address doesn't change!

I am looking for a solution to this problem: I have an existing contact record that I want to unlink from current company1 and link to another existing company2. When I do this, the address for the contact remains the address for company1 but what I want it to do is update to become the address for company2. Can this be done?

Thanks!! 


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Solution
Accepted by gmartin (Platinum Super Contributor)
‎09-25-2015 03:20 AM
Nickel Elite Contributor
Posts: 508
Country: USA

Re: linking current contact to existing company - but address doesn't change!

When it's linked to the new Company, go to that Company record.  Then, go to the menu item Companies>Update Linked Contacts, which should update the address.

 

To see linked fields that get updated in this process, go to Companies>View Linked Fields...

Richard Brust
ACT! Certified Consultant
richard@rbrDataSolutions.com

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Solution
Accepted by gmartin (Platinum Super Contributor)
‎09-25-2015 03:20 AM
Nickel Elite Contributor
Posts: 508
Country: USA

Re: linking current contact to existing company - but address doesn't change!

When it's linked to the new Company, go to that Company record.  Then, go to the menu item Companies>Update Linked Contacts, which should update the address.

 

To see linked fields that get updated in this process, go to Companies>View Linked Fields...

Richard Brust
ACT! Certified Consultant
richard@rbrDataSolutions.com
New Member
Posts: 2
Country: USA

Re: linking current contact to existing company - but address doesn't change!

That is SO what I was looking for! Thanks so very, very much!

Jennifer