Kugamon Account Contact Sync
Status |
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|---|---|
Link | https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HuEVEA0 |
Pricing | FREE |
5 Users / Year | $0 |
Description | Syncs the address details from the Organisations record to the related Contact records |
Details
This is a must have app, it just makes managing addresses very easy.
Setup
Grant access to all users.
Add Contacts Manager button to Organisations (Account) page layout.
Usage
When adding an address to an Org or Contact, enter one address then click on the link to copy it to the other address.
From the Org record click on the Contact Address Manager to modify the addresses of all the contacts under that Org.
To disable automatic address within a particular Account record, please add the Disable Billing/Shipping Address Sync field. This will make sure the Billing Address does not change the Shipping Address To enable this field, please click Setup | Customize under App Setup | Accounts | Page Layouts. Move the Disable Billing/Shipping Address Sync field to underneath the Billing Address and click Save. (From the Kugamon initial email).