Update fields automatically from Person, Org and Deals
Guillermo Posts: 1
edited July 2022 in Ideas and Product Feedback #1
It's really important users can update fields from organization , for example.
It's very frustrating for clients have to tag manually again an again fields for contacts who data value exist is company. It's really tedious and time consuming.
And No, use filters and upload in Bulk mode or use the API via zapier or similars , not should be an option. It should be resolved by Automation workflow.
Mike van der Valk Posts: 4,043edited September 2020 #2
Thanks for posting here. I'd love to make sure your feedback reaches our team. Could you explain the use case a little to me please. What kind of info is on org for example that is also on the person?0