on 2020 Jul 15 1:44 PM
Good afternoon,
As one of my Accounts will be deleted, I will need to transfer all the contact associated to that account to another account. How can I do this in the most efficient way?
If I go to Mass Change Contact Data, switching Accounts is not an option.
Thank you
Tessa
Request clarification before answering.
Hi Tessa,
If I understood right you are going to delete one user account? And you would like to link all contacts made from & to USER1 to USER2? Could you please open up the business need behind this?
In general we have best practice documentation telling what is the best way to handle user deletion in the system in a way that reporting is not affected. Please see
---> Disabling Users
Br,
Jukka
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