What Happens When I Move or Duplicate a Contact?
You can move a contact or make a duplicate of a contact and attach it to another account.
- If you want to associate the contact with only the new account you can move the contact to that account.
- If you want to associate the contact to both accounts, you can duplicate the contact to another account.
What happens when I move a contact?
|
|
You cannot move the last contact of an account if there are any open records that cannot move with the contact, for example opportunities or tickets. For more information, see the "Why Can I Not Move this Contact?" topic. |
| Item | Actions |
|---|---|
| Contact Details | Move with the contact to the new account. |
| Activities |
You can choose to either:
|
| Address Information |
You can choose to either:
|
| Attachments | Must remain with the account and be reassigned to another contact. |
| Contracts (Open) | Must remain with the account and be reassigned to another contact. |
| Contracts (Closed) | Remain associated with the original contact and account, even though the contact is no longer associated with the account. |
| Notes/History |
You can choose to either:
|
| Literature Requests (Open) | Must remain with the account and be reassigned to another contact. |
| Literature Requests (Fulfilled) | Must remain with the account and be reassigned to another contact. |
| Opportunities (Open) | Must remain with the account and be reassigned to another contact. |
| Opportunities (Closed) | Must remain with the account and be reassigned to another contact. |
| Returns (Open) | Must remain with the account and be reassigned to another contact. |
| Returns (Closed) |
Remain associated with the original contact and account, even though the contact is no longer associated with the account. |
| Sales Orders (Open) | Must remain with the account and be reassigned to another contact. |
| Sales Orders (Closed) |
Remain associated with the original contact and account, even though the contact is no longer associated with the account. |
| Tickets (Open) | Must remain with the account and be reassigned to another contact. |
| Tickets (Closed) |
Remain associated with the original contact and account, even though the contact is no longer associated with the account. |
What happens when I duplicate a contact?
| Item | Actions |
|---|---|
| Contact Details | Copied to the new contact. |
| Activities | By default this information remains with the original contact, but you can choose to move it to the new contact. |
| Address Information |
You can choose to either:
|
| Attachments |
Remain with the original contact and account. |
| Contracts (Open) |
Remain with the original contact and account. |
| Contracts (Closed) |
Remain with the original contact and account. |
| History |
By default this information remains with the original contact, but you can choose to move it to the new contact. |
| Literature Requests (Open) |
Remain with the original contact and account. |
| Literature Requests (Fulfilled) |
Remain with the original contact and account. |
| Notes |
By default this information remains with the original contact, but you can choose to move it to the new contact. |
| Opportunities (Open) |
Remain with the original contact and account. |
| Opportunities (Closed) |
Remain with the original contact and account. |
| Returns (Open) |
Remain with the original contact and account. |
| Returns (Closed) |
Remain with the original contact and account. |
| Sales Orders (Open) |
Remain with the original contact and account. |
| Sales Orders (Closed) |
Remain with the original contact and account. |
| Tickets (Open) |
Remain with the original contact and account. |
| Tickets (Closed) |
Remain with the original contact and account. |
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This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.