Reply to "Assigning contacts to companies if company is created after"

advocosupportMaximizer CRM Consultants

You can move contacts by dragging them onto the new company record in the addressbook window.

You do not always want to move people as the history that goes with them really relates to the previous employment and is lost from that Company. It is therefore often preferable to retain the original contact in some form and to have a new contact at the new location.

1/28/1311:52 AM

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