Jul 17, 2020 10:33 AM
Our team of 90+ would very much like for the option to copy address information (street address, city, state, zip) from contact to company (and vice versa) when creating one from the other.
If you've already created one and then create the other from that screen, it's redundant to have to retype the same info.
I know this can be done via workflow (after the fact), but not ALL contacts/companies should have info copied.
Jul 17, 2020 12:20 PM
Is there a property that could help identify the right company or contact to be copied. If you don't it could be something as simple as a checkbox property that you add as a default when creating contacts. If there is one you can use already, I would suggest adding that to your WF as an enrollment trigger. It would look something like this:
Company address known + associated contact address unknown + identifier on company >> map company address to contact
Contact address known + associated company address unknown + identifier on contact >> map contact address to company
I can see you'd want to do this for a company that has multiple office locations and wanting to only map the contact at HQ to company or something similar.
Hope this helps. Let me know if that works out for you!
Jul 17, 2020 12:48 PM
This is intriguing. I wasn't aware that you could make WF enrollment a contact &/or company property.
The trigger would be the "associated" contact or company.
I will explore. Thanks for the idea.
Jul 17, 2020 1:11 PM
The key is the associated company/contact!
If they aren't linked it won't pull them into the workflow. I'd love to hear how this works out for you!