Aggiungi ai preferitiNancy Duffy (Orion Entrance Control, Inc.) ha fatto una domanda in #Data Management2 set 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 risposteOrdinaOrdina per dataOrdina in base alla maggiore utilitàOrdina per dataCarica più commenti...Risposta accettataLouise Lockie (Tangara Consulting Ltd)2 set 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.Aggiungi un commentoScrivi una risposta...GrassettoCorsivoSottolineaBarratoElenco puntatoElenco numeratoAggiungi linkBlocco codiceInserisci immagineAllega fileURL del linkAnnullaSalva0/9000Rispondi
Risposta accettataLouise Lockie (Tangara Consulting Ltd)2 set 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.
