| To complete this procedure; you must have Insert; Modify; and Delete permissions for Contact List entries. |
Use this procedure to convert a Household to a Contact of an existing Company or a contact of another Household.
You can choose to create a new alternate address in the Company/Household entry using the address of the Household entry you will be converting.
All data is transferred to the new Contact entry and the original Household is automatically deleted.
Any Contacts associated with the Household you are converting are also transferred to the Company/Household.
- Click on the Household entry to make it the current entry.
- Select Edit > Convert Household to Contact.
– or –
Right-click; and select Convert Household to Contact.
The Find Target Contact List Entry dialog box opens.
- Enter the search criteria; and click Search.
- Select the Company or Household that the Household is moving to; and click OK.
The Convert Household dialog box opens.
- To create an alternate mailing address in the Company/Household using the address of the Household; select Create alternate mailing addresses from addresses in the source entry.
If the Household entry has multiple addresses; all of the addresses will be copied to the Company/Household entry.
- Click Yes to confirm the change.