Because of my lack of understanding of the structure, I believe I created hundreds of companies instead of hundreds of contact companies.
I can see them on Settings > Companies > Companies
Is there a way for me to transform the companies I have into contacts or will I have to delete all of them and lose all the data related to them? Please advise.
Yes indeed, the records in
Settings > Companies > Companies are for your companies. In most cases, there is only one. If you work in a group that has say one mother company and several subsidiaries, then you would find them there. But your contacts, customers, prospects, suppliers,... are to be found in
Sales > Sales > Customers or
Purchase > Purchase > Suppliers.
If you made the mistake you describe, you will want to make sure that the companies that you added in
Settings > Companies > Companies are also in
Sales > Sales > Customers. (In fact you are lucky because creating a company also creates a partner). If it's the case, then you can just go back to
Settings > Companies > Companies and delete the companies that are created there. Their corresponding record in
Sales > Sales > Customers will survive.
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|Asked: 12/4/13, 12:51 AM|
|Seen: 911 times|
|Last updated: 3/16/15, 8:10 AM|