Associate all Contacts in an Organization with the same record holder
Is there a way to make sure that all contacts in an organization are assigned to the same contact owner?
Is there a way to make sure that all contacts in an organization are assigned to the same contact owner?
Comments
Hi Chris,
If I understand your question, the way to link contacts is to got to the "Related" tab for the contact and to the right of "Contacts" you can "Add link". You can do the same with a particular Organization too. Go to the related tab and add a contact link.
Hope that is what you are looking for.
Hi Chris,
Melissa is correct for adding the link to orgs and contacts which should be enough including the linked contact report grouped by organization.
However, should you need to automate this field change at the contact record level... I recommend using zapier. When a contact's primary linked organization field is updated, fetch the organization and then update the contact with the same record owner's user ID.
Let me know if you need further assistance with the automation.
Thank you,
Micah Feldkamp
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