How to populate address fields in contacts, from their associated account

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Hi all

I have a list of contacts under a specific account. The account has the address populated, but I want each of the contacts to also show this address in their details without having to open each contact and enter the address on each one manually. Is there a way to do this?

Thank you

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ScottDurow 21 on at

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You can use a quick view form to show the address from the parent account.

See www.powerobjects.com/.../exploring-quick-view-forms-in-crm-2013

The quick view forms show information from a related record -but in a read only form.

Hope this answers your question?

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Community Member on at

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Hi Scott and thanks for taking the time to help.

I'm afraid that doesn't make any sense to me. But perhaps this is because I only have access to CRM via my online 365 Outlook account? I'm afraid I really only use this in a very basic way so my knowledge is limited.

I think I know what you are getting at, in that there is a way of a way of 'viewing' associated info from the account, however I want the individual's contact record to be populated with the address from the parent account. Is there any way of doing that?

Thank you

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Some options:
Firstly, make sure you add Contacts the right way in the first place: open the Account record and add the Contact from there (eg click + above the list of Contacts). The OOB mapping should copy the address and various other fields (phone numbers etc). If not, you can configure which fields get mapped by editing the Account:Contact relationship. If you create a Contact and then link it to an Account, the mapping does not take place.

Second option or to fix after the fact: create a simple Workflow called "Copy address from Account", available to run on demand, that updates the Contact record with data from the parent account. Select a bunch of Contacts and click Run Workflow > select the workflow you wrote, click Add, then Yes (or Apply, or whatever the "are you sure" button is labelled). You could do an Advanced Find for all Contacts where Street 1 does not contain data and Postal Code does not contain data (for example) AND Parent Account (Company) Street 1 does contain data OR Postal Code does contain data (for example), click results, sleect all (a whole page) and run the workflow. Wash, rinse, repeat until done.

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Hi Adam, thank you. Yes this is a case of your second option as these contacts were obviously not entered via an account originally.

I'm afraid I don't know how to create/write a Workflow or manipulate the program in this way. Just the office monkey! But thank you for trying to help me.

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