Company Records
Over the last several weeks we have made changes to how Company records are maintained. We now have one Company record for a Company. This has eliminated seeing variations of the same the Company name, i.e., “Bank of America” and “B of A”.
Why did we do this?
In normalizing the Company name, we avoid having mul;ple records for the same Company, and all the Contacts are associated with that Company.
If something changes with a Company, like a merger, then all the Contacts in all the offices are automa;cally updated. Unlike a Rolodex where you’d have to update every card, only one record needs to be updated. We did this for elegance and simplicity.
What you will see
You may have no;ced some changes during this overhaul. We have eliminated duplicative Company records, and they have been consolidated.
You will also notice that you can no longer edit a Company name. Company names are populated based on the domain of the Contact’s email address. You are s;ll able to edit the Contact record, except for the Company name.
If you change a Contacts professional email address, that Contact will be disassociated from their current Company, and their new Company populated.
If you require a Company name changed, or see something that doesn’t look right, please reach out.