Hope you can help me with this query. I am currently in the process of cleaning my organisations contact and company databases stored on Infusionsoft - same information entered in multiple places, out of date information etc. Sometimes, the company name for contacts in the same organisation can be different, e.g. contact 1 works for Infusionsoft, contact 2 works for Infusion Soft, contact 3 works for IS. This causes a problem linking all of our contacts to the same company record.
I have been trying to modify lots of existing contact records to update the company information within the contacts. However, when I “Modify Existing Contact Records” to change the company within a contact the name of the company will update but it will still link back to the old company record. For example, if I update contact 2’s company information from Infusion Soft to Infusionsoft, the company link will still take me to Infusion Soft. Updating each contact record manually will be too time consuming.
The Advanced Support Team suggested I post on here, any suggestions?