Split a contact from an organization

If a contact no longer works for an organization, you can split them from it in OnePageCRM.

You can then:

  • Move them to a new or existing organization.
  • Keep them as an independent contact.

In this article:

Split an individual contact Split a contact from Organization View


Split an individual contact

Jump up to Article's Overview ⮝

1
Open the contact → click the 3-dots menu → Split from organization.


2
In the pop-up, enter a new name or leave it blank → Save.


💡 Contacts can be split one at a time.

💡 The contact must have an organization name in order to split it from its organization.

💡 The contact’s details stay the same, but they inherit the organization fields of the new organization.



Split a contact from Organization View

Jump up to Article's Overview ⮝

1
Open the Organization View → click the 3-dots menu for a contact → Split.


2
In the pop-up, enter a new name or leave it blank → Save.

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