Automatic associations bewteen Contact, Companies & Deals
I've noticed some changes in the latest update, specifically how Notes and Emails are shared/duplicated across Company, Contact and Deal pages.
I am aware that with each Note, Task, etc. you may manually select where the information is duplicated.
A way to set preferences so that this does not have to be done manually every time would be a great time saver.
I think the following would be ideal:
Notes made on a Company page, duplicated to all associated Deals.
Notes made on a Contact page, duplicated to all associated Deals.
Notes made on a Deal page, not duplicated.
Emails sent from a Deal page, duplicated to the recipients Contact page.