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Apprentice
Posted
Is there a way to automatically populate the work address field of contacts with the Work address of the organizations they are linked to?

If not, is there a simple way to copy all of the address information at once (street, city, zip) and paste it into a different contact?
 
Posts: 8 | Registered: September 11, 2008Reply With QuoteEdit or Delete MessageReport This Post
Pro
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Hi hunter
In the contact window above the category is a grab button use it for the organization address
 
Posts: 203 | Location: Carver Mn. | Registered: August 17, 2007Reply With QuoteEdit or Delete MessageReport This Post
Pro
Posted Hide Post
Unfortunately the "Grab" option only works at the time when you create a new organisation.
It does not work if you have a contact and an org already in Daylite.
To my mind this feature should have been added a long time ago.

The workaround is to create a dummy record. Select the chosen record and the dummy one so you can access the Bulk Edit menu. From there you can choose the option to link contact to organisation.


Bill Verkaik
Elite Partner
www.jgconsulting.org.uk
+44 (0)1305 751669
 
Posts: 202 | Location: UK | Registered: June 22, 2006Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
Posted Hide Post
Thanks for the advice - I'll have to cross my fingers as I await the next update.
 
Posts: 8 | Registered: September 11, 2008Reply With QuoteEdit or Delete MessageReport This Post
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