How to Split a contact from an organization
If a contact is no longer working in an organization, you have the option to split them from it. When you split a contact you're essentially moving them out of the organization. You can move the contact to a new or existing organization or keep the contact independent from any company.
How to split a contact from an organization
In the Organization view pop up, select the Options menu (three dots) → click Split.
Notes:
- You can only split one contact at a time.
- The contact must have an organization name in order to split it from its organization.
- If you type a non-existent organization in the test field, it will be created as new. If you type an existing organization, the contact will be moved under it.
- When you split a contact from one organization into a new or existing one, the contact and its fields don't change, however, any organization fields will be inherited from the new company