AnsweredAssumed Answered

Populate updated account data to contacts

Question asked by Nicolas A on Nov 28, 2017
Latest reply on Dec 1, 2017 by Nicolas A

Hi All

 

I'm working with SugarCRM 7.10 on-demand instance. While auditing our database of existing contacts, I'm facing a problem:

 

I advised our sales reps to update and/or enrich all account information (e.g. missing phone number, wrong billing address). Now, I would like to automatically populate the new information to all linked contacts.

 

However, this doesn't happen automatically even though they are linked correctly to the dedicated account name. The only thing what helps is that I manually edit every contact and "re-link" it to the account by deleting and entering it again. Even mass-updating them on list view doesn't provide the required result.

 

Any thoughts or ideas?

 

Best regards

Nicolas

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