Synchronize address between contacts and companies
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If I change an address on a company, I want it to be automatically propagated to all contacts that belong to the company.
The same should work vice versa. If I modify an address on a contact, I want it to be automatically propagated to the contact's company (and to all contacts that belong to the company).
Under consideration Suggested by: Jan Lalinsky • Upvoted: 28 Mar • Comments: 5
We found that this sometimes happens in the Web Access version, but doesn't happen in the Outlook version. Maintaining Contacts and Companies, which is at the core of a CRM system, would be much easier with this feature. Perhaps it could even be in settings turn this feature on/off.
Also useful would be to synchronize CATEGORY or have an option to synchronize category from Company to contacts under that company.
I would like the contact information for company (phone number and email) to show up in projects not just deals.
If this is done, it should be optional (i.e., "Do you want to update the linked contacts with this address?"). Also, perhaps optional to update all contacts, or select individual linked contacts to update.
Jan Lalinsky Admin
"Automatically update contact address when business is changed" (suggested by Ernest Cory on 2022-01-06), including upvotes (1) and comments (0), was merged into this suggestion.