Establecer como favoritoNancy Duffy (Orion Entrance Control, Inc.) ha preguntado en #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 respuestasOrdenarOrdenar por fechaOrdenar por más útilOrdenar por fechaCargar más comentarios...Respuesta aceptadaLouise 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.Agregar un comentarioEscribir una respuesta...NegritaCursivaSubrayadoTachadoLista con viñetasLista numeradaAgregar vínculoBloque de códigoInsertar imagenAdjuntar archivosURL de vínculoCancelarGuardar0/9000Responder
Respuesta aceptadaLouise 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.
