Question

Synching fields across records

  • 10 February 2024
  • 0 replies
  • 8 views

Userlevel 1
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Hi, 

 

I’d like some fields to sync across recorders e.g. Contact Type. It’s a lot of manual work to update a company and all its employees to ‘existing vs. potential’ customers for example. 

 

Is there functionality or a hack to achieve this? 

 

Thanks

Tim


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