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Created by Guest
Created on Jul 27, 2016

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Change Parent on B2C Contacts

We can change the parent for B2B Contacts but not for B2C Contacts. It would be useful to have this feature. For example when a sole trader becomes a limited company and a new record is created for a Company/Division it would be simple to move the sole trader to be a contact in the new division.

  • ADMIN RESPONSE
    Jan 26, 2022

    This sounds like a very good little enhancement we will look at for a future version. 

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  • Admin
    Andrew Ardron
    Reply
    |     Feb 7, 2021

    In the b2c contact record, a new menu option allows you to convert this to a b2b record. Also options to convert from B2B to B2C