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mpottinger
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mpottinger on October 16, 2018
Notes on Contacts that Move to a Different Company
Hello - I want to confirm: A) Notes are tied to a contact - is that right? B) If I move a contact to a new company the notes remain on the contact's record. For example - Client A is with Company ABC today. Tomorrow Client A moved to Company XYZ read more
Reply Discussion Contacts
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mpottinger
Member
October 19, 2018
Thank you Isaac_Takushi!
Solved
mpottinger on October 16, 2018
Notes on Contacts that Move to a Different Company
Hello - I want to confirm: A) Notes are tied to a contact - is that right? B) If I move a contact to a new company the notes remain on the contact's record. For example - Client A is with Company ABC today. Tomorrow Client A moved to Company XYZ read more
Reply Discussion Contacts
0 upvote
2 Replies
mpottinger
Member
October 19, 2018
Thank you Isaac_Takushi!
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