Automatically add & copy Tag from Company to Contact(s)
Finally convinced everyone to embrace Tags for all our Companies and Contacts. Great way to filter and identify everything without the need to create new fields.
Is there a way to automatically add the Tag or Tags applied on a Company record, to the related Contacts? (Current and going forward)
Ex.
The company named ACME Products has two Tags, lets say "Distributor" & "Integrator". If I add three new Contacts that work for ACME Products, the Company tags will auto-apply to the three new Contacts too.
Is this ability hidden somewhere? Am I missing something obvious? I cannot create custom views in the Contact module that work for a company with specific Tags, so I guess I need to apply these Tags to the contacts as well.
I know I can get this done in a bulk, manual process, but something that happens in the background so I don't have to remind everyone to apply Tags to contacts would be best.
Thanks,
CM