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Categories CRM App
Created by Guest
Created on Feb 17, 2022

Change parent for B2C when accidentally placed under a company

You can change the parent of a B2C contact to be under a company, whilst this may be useful you then can't make it back to be not under a company. Say you accidentally move a B2C under a company, currently the process to change this back is to revert to B2B to then be able to change back to B2C. Just seems a little long and convoluted, think it could be optimised.

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