Person and Company contacts should inherit work related information to reduce duplicate entry
1) A company already exists with work related information saved in the company record. When ‘Adding a Person’ the company name is in the entry form, but the person should inherit the work related information from the company record.
2) Second scenario, If I create a new person and company in one step, and fill in Main work phone# and Work Address, this information is shown in that person’s record only. Users that search by company should be able to reference this information in the company record, rather than opening an employee’s record. If multiple employees are shown, one record may only contain the work related information.
(Duplicate entry – the user needs to copy/paste work information into the company record from a person record)
Karen Holt
shared this idea
Hi,
Thank you for writing in with this suggestion.
We have placed this feature request under review for a later time, as it would be interesting to automatically map all “work” information to a contact when they are added to a company.
Thank you for your feedback and support!
Best regards,
Joseph
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Angela
commented
It has been 8 years since this logical request was made but it still hasn't been implemented. It seems very simple and obvious to me as well! Any update Nimble?
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Anonymous
commented
I think this feature is essential for Nimble - I have 2 different clients who use Nimble and constantly re-typing People information in that could be inherited from the Company record is wearing thin. I may lose them as Nimble users soon.
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John Wood commented
I've wanted this feature to be added for a long time! It would make life a lot easier.
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Tim
commented
Even if this was not automatic, having a button next to work related items, such as phone, address, etc. that allows me to copy from the opposite type of entry would be very helpful. (If I am in a business record, copy from user -- if I am in a user record, copy from business)
This would reduce a huge amount of cut, switch, edit, paste, update, repeat cycles.
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Anonymous
commented
Would also like to see more of this feature. I can set up a company profile with contact and social info. When adding a person associated w/ that company would like ability to copy all or some of that info to the person's contact profile. Small to mid size companies I work with aren't as layered as big companies. I am finding with these smaller companies I need to follow company social profiles for contacts w few soc profiles of their own.
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Joel Szwarga
commented
This is a must for anyone who sends out mail merges. When exporting a csv from a list of contacts/companies, there will be no address information at all for certain contacts/companies, for the reasons mentioned in the original post here.
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Gavin Paisley
commented
I too would find this functionality very helpful. Perhaps there could be a few tools to manage this inheritance. A tool on the company screen to copy company info to its contacts with the ability to pick which information and which contacts. Similar on the contact screen to copy back over a company. A toggle on the contact screen to switch on and off the display of company activity, tags, social streams, etc. A similar toggled display on the company screen to view contact info.
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Leah N
commented
I agree here - same thing with tags. If a company is tagged, a person should also have those tags... and vice versa.
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EJ Schwartz
commented
Thank you Karen! Love this idea as I find I am entering data multiple times if there are multiple contacts at a client, prospect or lead company.