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