Reparent a contact

  • Follow


I have a contact that is associated to an account through the parent
customer field. If I change the parent customer for this contact I
want the activities and history to remain associated to the original
account. I am assuming this is done in the entity relationships but
haven't found the right combination yet. Any thoughts from anyone out
there?

Thanks!

~Dave

0
Reply Dave 2/7/2007 7:12:56 PM

Hi dave

Actually not, bit of a pain that one, we have an ISV add on that will be 
released at the end of this month called Move Contact which basically does 
what you want

if you drop me an email alistaird@2bconsulting.net i'll let you know when it 
is released

-- 
Alistair
2B.net

http://www.crmdeployment.co.uk


"Dave" wrote:

> I have a contact that is associated to an account through the parent
> customer field. If I change the parent customer for this contact I
> want the activities and history to remain associated to the original
> account. I am assuming this is done in the entity relationships but
> haven't found the right combination yet. Any thoughts from anyone out
> there?
> 
> Thanks!
> 
> ~Dave
> 
> 
0
Reply Utf 2/7/2007 9:25:21 PM


1 Replies
109 Views

(page loaded in 0.106 seconds)


Reply: