Feb 28, 2017 8:25 AM
I've just ran an import and made a custom property called Position and since noticed that there was already a property called Job Title. Is there any way of merging the two properties or change the Position property to Job Title? The reason I'd like to change it is because the Job Title field shows on the company page by the contacts.
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Mar 7, 2017 9:44 AM
There isn't a way to merge to properties together, but one workaround is to export your contacts and include the properties "Position" and "Job Title" on the export file. Open the file in Excel, copy the values from the "Position" column" into the "Job Title" column, and then import that file. Make sure that the Job Titles are accurate in the CSV, because importing the new values will overwrite any current Job Titles in the CRM. In this case, there won't be any surprises because by including the "Job Title" column in the CSV, you'll see any current values and can choose to not copy the "Position" value for certain contacts.
Once the values are added to Job Title, you can delete the contact property "Position".
I hope this helps!