What's the easiest way to move a Contact from one Company to another?

roosterNew Member

The best way I can come up with currently is to select the Contact and the new Company, then Combine them. You end up with 2 records - Contact with NewCompany and Contact with OldCompany.

So for the record with OldCompany you have to either delete them or change their name to old_Name or something. For the record with NewCompany you have to manually edit all the Notes, Documents and UDF's that came across.

I think it makes sense to do the manual editing for NewCompany, and I like that the Contact record for OldCompany remains (I'm a bit of a pack rat). But the procedure for Combining is clunky at best. Anyone have any better/easier ways or ideas? I'm also open to comments on the "pack rat" thing or anything else.

TIA - R.

3/31/048:06 PM

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Original Post

gordNew Member

>The best way I can come up with currently is to select the Contact
>and the new Company, then Combine them.

Yes, that's how it's done.

>For the record with NewCompany you have to manually edit all the
>Notes, Documents and UDF's that came across.

Sure, some tweaking may be necessary. I don't see any practical way to avoid that.

3/31/048:58 PM

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