Moving a Contact

You can move or copy a contact to another account. This is useful if companies merge and a contact's account name changes, or if a contact simply joins another company and wants to maintain a business relationship.

You can also use this feature to copy or move a contact that was incorrectly created under the wrong account. However, you cannot move a contact that has an opportunity associated with it. You must delete the contact from the opportunity before moving to another account.

The Move a Contact feature allows you to determine whether to move, copy, or leave history records. Records associated with a contact automatically move with the contact to the new account. For example, activities, attachments, literature requests, lead sources, and processes move with the contact to the new account. Records belonging primarily to the account remain with that account and with the contact, regardless of the selected history option. For example, tickets and returns stay with both the original account and with the contact, but will not move to the new account.

To move a contact

Find the contact you want to move.
On the Contact Detail view, click the Move button.
If necessary, click the Move Find button, and select the contact you want to move.
Click the To Find button, and then select the destination account.
To view all available Move options, click Move Options.
Select the Move options you want:

Copy Contact and associate new Contact with original - Copies the contact to a new account, leaving the original contact intact.
Move the Contact to the new Account - The contact is moved to the new account.
Use Address(es) and Phone(s)of new Account - Assigns the default phone numbers associated with the account to the new contact.
Keep original Address(es) and Phone(s) - Moves the contact's existing addresses(es) and phone number(s) to the new account.
Copy History related to Contact to the new Account - Copies the history associated with the contact and attaches it only to the contact, not to the new account.
Copy Activities related to Contact to the new Account - Copies all uncompleted activities associated with the contact to the new account.
Reassign open items to: box - Specifies the contact who will be responsible for open issues (activities, opportunities, and so on) previously assigned to the moved contact. Click the Find button, and then select to whom the open items should be reassigned.
When moving, reassign completed items to: box - Specifies the contact who will be associated with completed items (activities, opportunities, and so on) previously assigned to the moved contact. Click the Find button, and then select to whom the completed items should be reassigned.

Click OK.