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Carrying Categories forward from Accounts to Contacts

 
  

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Richard
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Since: Mar 12, 2006
Posts: 419



PostPosted: Wed Sep 23, 2009 8:30 am    Post subject: Carrying Categories forward from Accounts to Contacts
Archived from groups: microsoft>public>outlook>bcm (more info?)

Let's say I have an Account entered in BCM. For that Account, I have say 8
categories assigned to it. I then want to enter a Contact for that Account.

Is there a way to automatically carry all those 8 category assignments
forward to the Contact (and in the Contact record the Company: is the same as
that in the Account), so that I don't have to manually re-enter them for each
new Contact???
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