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Can you link a contact's work address with that of their employer?

We would like the address of a business to display as the work address of a linked contact.

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Corrie shared this idea  ·   ·  Report…  ·  Admin →
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  • Anonymous commented  ·   ·  Report

    Surprised this has not happened yet. It is standard practice with other CRMs that data can be duplicated and applied to a new contact. It is a common need.

  • Melissa Hays commented  ·   ·  Report

    When you enter an employer's address information it would be nice to have it auto fill for a linked employee/client in their contact information for work address.

  • Anonymous commented  ·   ·  Report

    When entering an individual into Redtail and including their company name, please add a check box if you would like the individual's address to also be automatically added to the Company address. And could also do a checkbox for a phone number, too. So, when you save it, it also saves the company name as a business (as usual) but fills in the address and phone number on the business contact.

  • Daniel Porter commented  ·   ·  Report

    This is a tough one. Companies have multiple locations in the same city.

  • Anonymous commented  ·   ·  Report

    If an individual's primary address is a WORK ADDRESS, it should also pick up the COMPANY NAME to follow under the individual's name. Currently, we have to include the company name in the work address line 1 when entering information in order for the company name to appear in an address label.

  • Anonymous commented  ·   ·  Report

    when entering a new individual into the crm, it would be helpful if the work addresses also automatically fill in on the business contact profile when filling it in on the individual's contact record. This would save a step from having to then go into the company profile and fill in the address, even though the company profile populates with the making of the individual's file. Thank you.

  • Anonymous commented  ·   ·  Report

    Need ability to enter address information for both individual and company at the same time. Currently, in Redtail, one has to enter it twice.

  • Anonymous commented  ·   ·  Report

    I like this idea, but maybe give us a pop up option to link the addresses as some employers have multiple locations.

  • Anonymous commented  ·   ·  Report

    There doesn't seem to be a way to enter a contact's company name when entering a work address. This is information that could be "grabbed" for mail merges.

  • Julia commented  ·   ·  Report

    When entering a new contact that works at an already existing business, can you please have it automatically fill in the work address??

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