Copying an organization's address to a contact

When you need to copy the addresses and phone numbers of an organization to a contact that it's linked to, you can use Bulk Edit. This will copy the information to empty address and phone number fields, so it won't overwrite existing contact information.

  1. Go to the Contacts tab
  2. Tick the checkboxes next to the contacts you'll be updating
  3. Click the Bulk Edit iconBulk-edit-button.png20150216-3-12q138q
  4. Choose Copy Phone Numbers from default linked Organization to Contactor Copy Addresses from default linked Organization to Contact
  5. Click Save Bulk Edits

The contacts with no addresses or phone numbers will be updated with their related organizations' information. Existing contact information will not be overwritten.

 

How to Copy

When you need to copy the addresses and phone numbers of an organization to a contact it's linked to, you can use Bulk Edit. This will copy the information to empty address and phone number fields, so it won't overwrite existing contact information.

  1. Go to the Contacts tab
  2. Tick the checkboxes next to the contacts you'll be updating
  3. Click the Bulk Edit icon
    Contact_Bulk-edit1__1_.png
  4. Choose Copy Phone Numbers from default linked Organization to Contactor Copy Addresses from default linked Organization to Contact
  5. Click Save Bulk Edits

The contacts with no addresses or phone numbers will be updated with their related organizations' information. Existing contact information will not be overwritten.

Multiple Organizations

When you have multiple organizations attached to a contact, Insightly will automatically choose the information from your default organization.

Copying_Organization_Address_3.png

If there is no default organization filled in, the oldest linked organization will be chosen.

Copying_Organization_Address_2.png

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