Post

2 followers Follow
0
Avatar

Copy company address when creating new contact

Nelson Dodge

Add a checkbox on the pop-up window for adding a contact to a company to copy the company address and phone to the new contact record created

Official comment

Avatar

Ok, you could easily have both. But if you want one, it's easy with webhooks/api. Create an automation.. when contact is created and address is blank, copy company address to contact address. Would take a few minutes for someone familiar with API.

Landon Ray
Comment actions Permalink

Please to leave a comment.

3 comments

0
Avatar

You can just create 'related object data' fields in the contact record and automatically pull company data that way.

Landon Ray 0 votes
Comment actions Permalink
0
Avatar

For many of my contacts I have a different/personal (home) address in the contact record, but when creating new contacts for a company this info is not always available or known.  In these instances it would be a great help to be able to automatically populate the contact's address with the company address.

Nelson Dodge 0 votes
Comment actions Permalink