FavoritosNancy Duffy (Orion Entrance Control, Inc.) perguntou em #Data Management2 de set. de 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 respostasClassificarClassificar por dataClassificar por mais útilClassificar por dataCarregar mais comentários...Resposta aceitaLouise Lockie (Tangara Consulting Ltd)2 de set. de 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.Adicionar um comentárioEscrever uma resposta...NegritoItálicoSublinhadoTachadoLista com marcadoresLista numeradaAdicionar linkBloco de códigosInserir imagemAnexar arquivosURL do linkCancelarSalvar0/9000Responder
Resposta aceitaLouise Lockie (Tangara Consulting Ltd)2 de set. de 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.
