Copying an organization's address to a contact

If you prefer to have a contact reflect the address and phone number of a linked organization, you can use the Bulk Edit feature of mass maintenance to do that. First, select your contact population. There are many ways to sort your data:

  • Individually selecting a record.
  • In groups, using tags or custom filters.
  • By the default dropdown views.

Once you ve sorted your population, select all the displayed records by checking the selection box in the header row. Bulk edit button Click on the button for Bulk Edit to see the following options:

  • Copy Phone Numbers from default linked Organization to Contact
  • Copy Addresses from default linked Organization to Contact

Select the option(s) you want and click the Save Bulk Edits button. Your contacts will now reflect the changes you selected.

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