Synchronize address between contacts and companies
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).
Comments: 4
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02 Sep, '20
MichaelWe 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.
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22 Jan
Carroll SchladerAlso useful would be to synchronize CATEGORY or have an option to synchronize category from Company to contacts under that company.
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19 Apr
Pauline Jibb-PachecoI would like the contact information for company (phone number and email) to show up in projects not just deals.
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07 Jul
David MaddenIf 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.