Definitely a time saver. Especially since you have to transfer each individual item separately! For one account that was incorrect, I had over 100 entries.
Right now there is no way to change an individual record to an organization record (or vice versa). You also can't merge an individual and an organization record. The only way to transfer Documentation and Interactions is to copy and paste each note or interaction one at a time. Allowing users to change individual records to organization records would be a huge time-saver.
Susan Renehan
Definitely a time saver. Especially since you have to transfer each individual item separately! For one account that was incorrect, I had over 100 entries.
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Right now there is no way to change an individual record to an organization record (or vice versa). You also can't merge an individual and an organization record. The only way to transfer Documentation and Interactions is to copy and paste each note or interaction one at a time. Allowing users to change individual records to organization records would be a huge time-saver.
Attachments Open full size