How to move a contact from one organization to a new or existing one

If a contact moves from one organization to a different one, you can mirror this update in OnePageCRM by changing the name of the organization of the contact. 

1
Open the contact to update → click Edit.
2
In the Organization field, enter the new organization name.
Note: If this organization already exists, it will appear as a dropdown below the Organization field ready for you to select it.
3
If the organization has multiple contacts, you have the option to:
  • Change the name of organization for all contacts
  • Move this contact to new or existing organization

To move the contact, select the Move this contact to new or existing organization option.

4
Save.
NOTES
  • It's not possible to move multiple contacts in one organization to an existing organization. You will need to manually move all contacts individually.
  • The option to change the name of the organization for all contacts is only available when moving contacts from an existing organization to a new organization (one that does not exist in your OnePageCRM account).

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