Contact and Account address

[People3]

HI,

I have just installed SugarCRM at our company and am in the middle of trying it out. So far so good.

One quick question I have is with regards to account and contact addresses.

If our sales person adds a new account (one of our customers) and fills in the address, they then add a contact and associate them with that account. Normally for us the contact and account address is the same.

For example if Jeff works at BT, Then our Account is BT and the contact is Jeff and because Jeff works in the office the address's are the same.

If BT then Move office - and we change the account address is it possible to get sugarCRM to automatically change the address of contacts associated with account.

Hope this makes sense.

[SamuelAugy]

Hi,

maybe by using custom logic : http://www.sugarcrm.com/wiki/index.p...l_custom_logic
on accounts module to update primary address for all contacts linked with this account.

[tparson]

Yes, Sugar is designed with this in mind. In the "detail" view of the account you will see the button "copy" beside the address. Simply push this button and it will bring up a list of related contacts. This allows you to copy the new address to all related contacts.

Tracy

[People3]

HI Tracy,

Thats what i was after, cheers for that.

[bilguun.m]

Yes, Sugar is designed with this in mind. In the "detail" view of the account you will see the button "copy" beside the address. Simply push this button and it will bring up a list of related contacts. This allows you to copy the new address to all related contacts.

Tracy

Is there a way of doing this for multiple accounts and contacts? Many of my contacts are missing the Account address details. Thanks

[Markku]

Please see this thread and script by vasi2me
http://www.sugarcrm.com/forums/showthread.php?t=34766

You can use SQL script to copy account address info to contacts.

[Belling]

Is there a way to add this "copy" feature to other account fields (including custom fields)?