How can I automatically link objects to a contact's default company?

In the Daylite Preferences for Companies, you can choose to link emails, notes, tasks, appointments, projects and opportunities to the default company. Alt text Once you have that in place, you'll want to ensure that the Company linked to a Contact record has been set as the Default Company.

Was this article helpful?


Thanks for your feedback


 please wait...
 

Still can't find what you're looking for?