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Linking Company Name to a Contact

 
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Sentinel
32 posts

Suppose the following:
I enter ABC Inc. as a new company in my contact database. I enter all of the pertinent contact info, etc.

Then I want to add Jane Doe, CEO of ABC, Inc., and John Smith, another employee. When I enter “ABC Inc” under company name for Jane and John, “ABC Inc. does pop up” but is there a way for the company info to pre-populate into the rest of the fields for Jane and John? Such that I do not have to re-key their business address, business main phone #, etc.?

Thanks!

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Administrator
3952 posts

In Solve we prefer to manage the contact separately from the company and relate to two items together.  Although it’s entirely up to you how you use each and where to place data such as addresses we prefer not to copy the same data to multiple places e.g. if you need the company address, just hover over the company’s name.

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Sentinel
32 posts

Makes sense, thanks!