How can I automatically link objects to a contact's default company? How can I automatically link objects to a contact's default company?
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How can I automatically link objects to a contact's default company?

Marketcircle Customer Service Team Marketcircle Customer Service Team

In the Daylite Preferences for Companies, you can choose to link emails, notes, tasks, appointments, projects and opportunities to the default company. Alt text Once you have that in place, you'll want to ensure that the Company linked to a Contact record has been set as the Default Company.

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