Contact Properties

BThompson1 — Thu, 08 Sep 2022 22:10:37 GMT

Hello,

Was wondering if there was a way to create a contact property that is specific to a domain when entering in a new contact?

Example: XYZ company has multiple branches but the same domain. Is there a way to create a property dropdown specific for XYZ domain, to select the location the contact is associated with?

Re: Contact Properties

Phil_Vallender — Fri, 09 Sep 2022 01:28:11 GMT

Hi @BThompson1

Although custom properties can be created, these apply to all records of the object type on which they are created.

I would probably recommend that you look at using the Parent Child relationships that are supported between company objects to display the difference/relationship between branches and a brand. You may need to turn off automatic company creation and association settings to prevent contacts all being automatically associated with the parent based on their email domain.

Hope this helps.

topic Contact Properties in Tips, Tricks & Best Practices

Contact Properties

Re: Contact Properties