Contacts to automatically inherit UDFs from Company/Individual
If a certain UDF is blank at the contact level, then just inherit the value from the same UDF at the company/individual level
Could you please provide more detailed use cases and examples. Basic UDF inheritance can be complicated and confusing for new entries or for those that are left blank on purpose etc.
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Peter de Keijzer commented
Also very usefull when you do a MS Word merge on the contact when you want to merge a Company UDF.
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Christine Sutherland commented
This feature is available in Maximizer Windows but not in the Web version. Why not? It is particularly relevant to the nature of our business. It should also definitely be included in future development of a WME. I agree with Paul Battaini's recommendation that it be a settable field property and to have the option of deciding if values are overwritten or added.
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Paul Battaini commented
Rather than a system-wide behaviour of UDFs, this should be a settable field property. There should also be a rule to decide if existing Contact level values are overwritten or added to.