Flex Companies and Contacts Addresses

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Robert Permenter

• November 20, 2019 16:32

So one of my clients has moved to a new address. I have the Company listed under contacts as a company and the Individuals that work for that company are attached. 

When I changed to the new address under the Company listing, it isn't updating the attached employees. Do I have to manually go and update the addresses? 

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  Aaron Horn

  • November 20, 2019 16:45

  Hey Robert.  Yes, I believe that is the case.  I believe the only inheritance option for address data is when creating the individual contact.  I tried repopulating the Company field of the individual contact with the company name, but that only inherits trading terms it appears.  I believe manual copy and paste is your path forward.

  Aaron Horn
  Consultant (Flex Endorsed)
  aaronjhorn@gmail.com
  615.335.1225

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  Robert Permenter

  • November 20, 2019 17:00

  Ok, well that's kinda of a bummer. I wonder if FLEX5 will have better management of that kind of data?

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  Gareth Hawke

  • March 31, 2025 09:40

  From the above question, a company address has been amended by accounts but this is not following through to the employees in the tree system. Has this been patched, to edit 20 seperate addresses when should be auto update?

   

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