Transferring Contact Details

If a contact leaves a company it is possible to transfer all the communications and details relating to transactions and orders/contracts to another member of the same company.

Transferring Contact Details

  • In the Company record, go to the Contacts tab.
  • Double click on the contact code of the contact who is leaving to bring up their details.
  • Click on the Expand button to the right of the Salutation field. This reveals a Transfer button
  • Clicking on the Transfer button brings up the following box.

  • Add the Contact Code, e.g. 002 of the contact who has taken over from the contact who is leaving.
  • Tick the boxes of the areas of information you would like to transfer over.
  • Click on the Tick button.
  • All the information ticked will be transferred to the new contact.
  • The old contact can now be deleted, see Deleting a Contact.