Given one single database, multi-company.
How could one move or copy contacts from one company to another within the same database?
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Odgovori
6009
Prikazi
Hi,
To Copy/ Move contacts in bulk, you can do the following.
Go to the debug menu in the contacts list view and choose the option Edit view: List option.
In that view Edit the company_id field value and change readonly="0" and Save.
Refresh the page and go back to the list view of contacts and select the records to move and select the company
In the Wizard that pops up, Click on the OK button. The wizard is for confirming whether you want to change all the records mentioned.
Regards
Thank you Ibrahim.
Do you know how can one bulk-change the company_id parameter on several contacts at the same time? I've tried in list view selecting them and it allows so bulk-change several parameters but not the Company_id one.
You need to export the contacts into excel file with External ID and update the company field and import them again
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Prijavi
One DB, multi-company.
In order to access the contact from any Company you're in, leave the fild company_id empty.
This is what you probably want to do.
Thanks.
Thank you Ibrahim.
Do you know how can one bulk-change the company_id parameter on several contacts at the same time? I've tried in list view selecting them and it allows so bulk-change several parameters but not the Company_id one.