FavoritNancy Duffy (Orion Entrance Control, Inc.) fragte in #Data Management2. Sept. 2020, 13:35Merging two accounts - what happens to contacts, cases & opportunities?I need to merge two accounts, but I also need to keep all of the contacts, cases, opportunies and assets from both accounts. Is it even possible? thanks, Nancy 6 AntwortenSortierenNach Datum sortierenNach "Am hilfreichsten" sortierenNach Datum sortierenMehr Kommentare laden...Akzeptierte AntwortLouise Lockie (Tangara Consulting Ltd)2. Sept. 2020, 13:55Yes, this should be the default behaviour, the related records (contacts, cases etc) from the merged account will show on the retained account once merged.Kommentar hinzufügenAntwort schreiben...FettKursivUnterstreichenDurchstreichenListe mit GliederungspunktenNummerierte ListeLink hinzufügenCodeblockBild einfügenDateien anhängenLink-URLAbbrechenSpeichern0/9000Antworten
Akzeptierte AntwortLouise Lockie (Tangara Consulting Ltd)2. Sept. 2020, 13:55Yes, this should be the default behaviour, the related records (contacts, cases etc) from the merged account will show on the retained account once merged.
