Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
How to merge two contacts into a parent contact and a child (delivery) account?
When I tried merging two accounts, the address and contact information was lost. The area under Contacts & Addresses was blank. I was expecting the address of the merged account to appear in this area as a child account.
Is there any way to do this, or am I doing something wrong?
Hi Fred:
In the scenario described, you don't need to do a merge. You can edit the "child" contact record and select the "parent" contact's name in the "Related Company" field (it appears under the Contact Name). This will establish a parent-child relationship between the two.
Hi Paresh, after two days of struggling with the merging function, I just tried your method and it is exactly what I needed to do. Thanks so much for your help! Fred G.
Create an account today to enjoy exclusive features and engage with our awesome community!
Регистрация| Related Posts | Ответы | Просмотры | Активность | |
|---|---|---|---|---|
|
Contact merge feature
Решено
|
|
2
мая 20
|
3515 | |
|
7
мар. 25
|
25662 | ||
|
PEPPOL is not valid
Решено
|
|
3
дек. 24
|
3093 | |
|
1
мая 25
|
1618 | ||
|
1
мар. 25
|
1723 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
