Unable to move a contact

You cannot move the last contact of an account if there are any open records that cannot move with the contact. These records include, attachments, literature requests, opportunities, sales orders, tickets, returns, and contracts.

SCENARIO 1

I am moving the contact because I require to save the contact, but plan to delete the account and all related information.

  • Access the account and delete all open literature requests, opportunities, sales order, tickets, returns, and contracts.
  • Move the contact to another account.
  • Delete the account.

SCENARIO 2

I am moving the contact to another account, but require to keep the account as a placeholder or to keep associated records as history:

Create a placeholder contact for the original account. Move the contact you require to another account and reassign all of the open records to the placeholder contact. See Moving a contact
Note: You can also create a duplicate of the contact for the new account, move all of the associated records, and create an association between the contacts.