There are two main items to check before copying contacts from Series or Seasons to child record in RL.

  1. Series or Seasons and children records are created.
  2. Same contact field that user wishes to copy down is available in the children records. 


Step

Action

Result

1. Open desired Series or Season.

  • Search and open the desired Series or Season from RL page.
RL Series or Season is displayed.

2. Access Contacts section of the Series or Season.

  • Select Contacts tab. 

 

 

Contacts of the Series or Season are displayed.

3. Copy down the Contacts record. (Single Contact)

 

  • Hover over the contact to copy down.
  • Click on 'Add Contact Down Hierarchy'.
  • Click on OK to the pop-up message asking if you want to add this contact in the matching Party down this Catalog item hierarchy. 

 

The contact is copied down to children records with the same contact field. 

 

3.1 Copy down the Contacts record (Multiple Contacts)
  • Click on Down Hierarchy button.
  • Select 'Sync All Parties' option.

All of the contacts are copied down to children records with the same contact fields.

4. Confirm the contacts are updated for the children records. 

  • Search and open children records' contacts.


 

Children records with the same contact fields now have same contacts as Series or Season.