Sep 12, 2019 10:35 AM
I have created a large number of customer properties within a new custom property group.
Unfortunately I created this within the contacts object when it should be under the companies object.
Is there a way of moving property groups and properties between objects or would I need to delete and start
Sep 12, 2019 10:45 AM
These cannot be transferred as described. If you're on free or starter, unfortunately, you'll have to make these changes manually. If you have a ton of data already populated, you can make it less painful doing csv exports/imports.
If you are on pro or enterprise, you can create a workflow that copies the values over from the contact record to the company record. There will still be some manual work, but the data transfer itself would be automated once the new properties exist and the workflow is activated.
Let me know if you'd like to talk through this. I'd be happy to help.
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