Sage CRM

Welcome to the Sage CRM Support Group on Community Hub! Available 24/7, the forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.

Moving the association of a person out of a company

Posted By hssports over 10 years ago

Hi,

I have been trying to find out how to move someone out of a company and just have them on their own or in a new company. Is this something that is easy for a novice to do?

Any help would be greatly appreciated

Kind Regards

Paul

0 Sage CRM over 10 years ago

Paul

See

community.sagecrm.com/.../cloning-a-person-and-assigning-to-a-new-company.aspx
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 Sage CRM over 10 years ago

Drop me an email. [email protected] and I will send you the component. I am assuming that you are using an on-premise install rather than a Cloud instance?
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel
0 hssports over 10 years ago

Jeff.

Many thanks for your quick reply. We are unfortunately not a member of the development program. Is there a simpler method?

Cheers

Paul
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Sage CRM

Moving the association of a person out of a company

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING