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To access this function, your user must belong to a role with the functional right Can manage (move and merge) entities.
Use this option when a contact changes departments or companies, or if they were assigned to the wrong company. Alternatively, disconnect a contact to remove their link to a company without moving them.
You cannot move contacts (SuperOffice users) in your own company.

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Steps

  1. Open the Move contacts dialog:
    • In the Contact screen: Click and select Manage contacts > Move contact from the menu.
    • In the Company screen: Go to the Contacts section, right-click a contact, and select Manage contacts > Move contact.
  2. Under Action on contact choose one of the following:
    • Move to: Choose the company to move the contact to by typing or selecting from the list.
    • Disconnect: Remove the contact’s link to the current company.
  3. Under Action on all existing activities and sales, choose one:
    • Leave all on [source contact]: Leaves existing activities linked to the source contact.
    • Move all to [target contact]: Moves all activities and sales to the target contact.
    • Move all activities starting from [date]: Moves activities from a specified date onward.
  4. Click Move. The contact is either moved to the selected company or disconnected, and activities are updated based on your choice.