I entered a contact that should have had its own unique company record number; instead, I assigned it to an existing company. How do I create a new company and transfer this contact and all related activities to the new company?

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I entered a contact that should have had its own unique company record number; instead, I assigned it to an existing company. How do I create a new company and transfer this contact and all related activities to the new company?

April 26, 2017COMPANY contact create existing record

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I entered a contact that should have had its own unique company record number; instead, I assigned it to an existing company. How do I create a new company and transfer this contact and all related activities to the new company?

1 Answer

score 0 · Answer 1 · 2011-11-25T01:22:15+00:00

From the contact screen, press F9 to display the Contact System Fields window. In this window, is a check box to create a new company. If this box is checked, the system will create a new company record for this contact and all related activities will automatically transfer.

I entered a contact that should have had its own unique company record number; instead, I assigned it to an existing company. How do I create a new company and transfer this contact and all related activities to the new company?

1 Answer

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