Adding organisations addresses to a contact automatically as a default

Hi,

I've been setting up organisations and then adding contacts but the organisation address doesn't populate in the contact, I've tried bulk edit and ticking the box to populate empty address fields into contacts but it only moves the country over.

Any help would be appreciated as free typing the addresses will be a lot of work.

Thanks

Comments

11 comments

Date Votes

Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
September 26, 2018 21:46

Hi David,

Right now this process is manually performed using the bulk editing feature.

If you are on the Professional or Enterprise plan, you can configure WFA with 3rd party apps to auto-update contacts with the primary linked organization's address by default.

Thank you,

Micah Feldkamp

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David Hunter McDougall
September 26, 2018 22:03

Hi,

thanks for for your post, as per my original question the bulk edit isn’t working, it only populates the country field which is of little use..

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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
September 26, 2018 22:13

You're welcome, David.

I'm not sure why this is happening.

Try creating and linking a new blank contact (first name only) to an organization with a complete mailing address. Next, go to the contact page, select the contact, and perform the bulk edit choosing the "Copy Addresses from default linked Organization to Contact" option.

Let me know the results.

Talk soon,

Micah Feldkamp

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David Hunter McDougall
September 27, 2018 14:21

Hi,

Tried that but the same result, just pulled over the country:(

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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
September 27, 2018 18:02

Thank you, David.

I'm sorry as I am unable assist you further with troubleshooting the bulk editing tool.

I recommend you open a support ticket at support@insight.ly.

Thank you,

Micah Feldkamp

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Alejandro A
September 27, 2018 20:43

Hello Micah,

Thanks for helping David with this. Great suggestions I can take it from here now.

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Alejandro A
September 27, 2018 20:45

Hello David,

To help with this issue can you provide an example of two records that show only the country transferring and not the entire address?

Looking forward to these examples to help find a solution for you.

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David Hunter McDougall
October 02, 2018 13:33

Hi Alejandro,

David Reilly

Jack Jowett

Thanks

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Alejandro A
October 03, 2018 21:14

Hello David,

We just made an update to Insightly that should have fixed this issue. Can you confirm if this is still happening on your end?

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David Hunter McDougall
October 09, 2018 10:06

Hi,

I've just tried another bulk edit and it still hasn't pulled across the correct data I'm afraid.

Thanks

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Alejandro A
October 10, 2018 15:47

Hello David,

At this point, I'll need to create a ticket to further help you with this. Please keep an eye out for an email from me.

Thanks,

Alejandro

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