Question |
Resolution Often, an individual who is already in your database moves from one company/organization to another. When this happens, you can relate that individual to their new company using the 'Relate Existing Profile' option. 1. Open the profile you want to create the relation to (usually, this is the organization/company profile). Click the Related Profiles tab. 6. If the related profile should inherit the Address and Phone fields from the profile to which you are relating it, check the last checkbox. This will update/overwrite those fields in the newly related profile, as well as set the profile to inherit any future changes to the Address and Phone fields. |
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