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.
Note: If this organization already exists, it will appear as a dropdown below the Organization field ready for you to select it.
- 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.
- 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).