Reducing data input, how to auto-fill Account form info into Contact form

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KFarchmin

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Outlook version
Outlook 2010 64 bit
Email Account
I have Contacts within an Account. I want to assign a salesperson to the Account, and then have that salesperson "filter down"/automatically populate within the "Assigned To" field of the Contact form.

I want to enter information once into the Account form and have it filter down into the Contacts forms of those who "live" in that Account.

For me, I'd love to be able to get rid of the "Assigned To" within the Contact form altogether and avoid the confusion, but since the BCM reporting will not allow me to pull data from the Account category and Contact category at the same time, I need to have the information in both places.

I've researched for hours about this on the internet and there's no information about this. I think that this functionality requires a macro or back-end coding of sorts within the BCM, but I can't find information on how to do that, nor do I have the skills to do that.

If you can provide further clarity on how to achieve this, I would appreciate it greatly!

-Katie.
 
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