Moving a contact

You can move a contact to another account. This is useful if companies merge and a contact account changes, or if a contact simply joins another company and wants to maintain a business relationship. You can also use this feature to move a contact that was incorrectly created under the wrong account.

When you move a contact, you must specify what happens to any associated records. Some records, like activities, notes, and history, can either move with the contact to the new account, or remain with the account and be reassigned to another contact. Some closed records, like closed sales orders, tickets, returns, and contracts, remain with the account and contact even though the contact is now with a different account. Other records must remain with the account and should be reassigned to another contact.

Note: 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.

To move a contact:

  1. Find the required contact to move.
  2. Click the contact to access the Contact detail view, and click Move.
  3. Click To Account > Find and select the destination account.
  4. Select Use the new account address and phone number information to replace the contact address and phone information with the new account default information.
  5. Perform these tasks to reassign all the associated items to the same contact:
    1. Select the Assign all items to the same contact option.
    2. Select Do not move activities and Do not move these items, and then click one of the Find to select another contact.
      All the Reassign to contact fields are automatically updated.
    3. Proceed to step 9.
  6. Determine if associated activities must be moved or reassigned:
    • To move associated activities with the contact, select Move activity information to the new account.
    • To leave associated activities with the account and reassign them to another contact, select Do not move activities, and click Find to select another contact.
  7. Determine if associated notes and history must be moved or be reassigned:
    • To move associated notes and history with the contact, select Move notes/history information to the new account.
    • To leave associated notes and history with the account and reassign them to another contact, select Do not move these items and then click Find to select another contact.
  8. Reassign items that cannot move with the contact to another contact.
    1. Click Find and select another contact for open or active attachments, literature requests, opportunities, quotes sales orders and assets.
    2. Click Find and select another contact for closed or fulfilled literature requests and opportunities.
    3. Click Find and select another contact for open tickets, returns, and contracts.
  9. Click OK.
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