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Propagate Company Categories to Related Items

Propagate Company Categories to Related Items option gives you the opportunity to set whether you want to transfer the company's categories to items that are directly related to this company - these are contact, deal, or project.

Double-clicking the Propagate Company Categories to Related Items item in the list will bring up the Global Setting card.

Fields on the Global Setting Detail

If the check box is marked, the function is turned on and categories will be propagated from companies to its related items (contact, deal, or project). If you want to propagate categories to other company activities, please see Propagate Company Categories to Activities.

If the check box is not marked, the category propagation is turned off.

Clicking OK in the lower part of the Global Setting card saves changes and closes the card. If you wish to close the global settings card without saving any changes, click Cancel.