Move a contact to another company or individual

To complete this procedure; you must have Insert; Modify; and Delete permissions for Address Book entries.

You can move a Contact from one Company or Individual to another Company or Individual. The Contact’s notes; documents; and user-defined fields move with the Contact. Appointments and Hotlist tasks are updated to reflect the new location.

You have some options when moving a Contact:

• Change the Contact’s address to the main address of the new Company or Individual.
• Prefix all contact notes with text indicating that the contact has been moved.
• Maintain the Contact’s association with opportunities and customer service cases.
• Maintain relationships between the Contact and related entries.
• Update Favorite Lists containing the Contact to reflect the Contact’s move.
• Update campaigns to reflect the Contact’s new location.
• Delete or save the Contact’s entry with the original Company.
• Copy Interaction logs to the target entry.

1. On the Address Book page; click on the Contact entry to make it the current entry.
2. Select Edit, Move Selected Contact.

– or –

Right-click and select Move Selected Contact.

The Select Entry dialog box opens.

1. Enter the search criteria; and click Search.

2. Select the Company you want the Contact to be moved to; and click OK.

• The Move Selected Contact dialog box opens.

3. Select the options for the move; and click OK.