Auto Link Contacts to Organizations

I thought that if an organization had a domain email established all new contacts and emails added would be linked to the organization. It is not working that way. 

 

How do you auto link all contacts added with the same domain to the same organization?

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  • Hi Karen, thank you for posting! 

    The field that allows you to add a domain to organizations is there to prevent duplicates from being created. 

    There is no option to auto-link unless you import contacts after you've added organizations. 

    I hope this helps!

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  • Jessica, the floating help note for the domain field says "Automatically link incoming emails from this domain to this Organization."

    "There is no option to auto-link unless you import contacts after you've added organizations." << this seems to directly contrast with that help note.

    Can you help us understand this better? Thanks!

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  • These 2 separate processes,1InsightlyUser. 

    The domain field in an Organization record refers to saving an email to your Insightly account. Jessica is referring to Contacts & Organizations linking automatically when created manually.

    Hope this helps to clarify!

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