Auto-associate with all records

rasmuskvejborg · ‎Nov 30, 2020

When creating a new contact or a new deal, it doesnt associate, so if I type in a note on the contact, it doesnt sync to the deal or company for example.

How to make it auto associate by default?

rasmuskvejborg · ‎Dec 2, 2020

... Anyone? 🙂

JessicaH · ‎Dec 1, 2020

Hi @rasmuskvejborg,

Thanks for reaching out.
I want to tag in some subject matter experts to see if they have any suggestions.
Hi @Dan1 @Simplii @BethanyH , do you have any thoughts on this?

Thanks!
Jess

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rasmuskvejborg · ‎Dec 1, 2020

Thank you Jess! To be clear, I just want these checkboxes to always become checked, whenever I create a concact, deal, or company:

CRM