The Replace Companies function allows users to replace one Company record reference with another across all related data tables. This process does not merge the contents of the original company profile into the new company record. Any necessary field values must be manually transferred before performing the replacement. This guide provides step-by-step instructions on how to replace a company record reference.
Navigation:
Main Menu → Companies → Replace Companies
Applies To: Enterprise | Plus | Basic
Key Considerations
- Data is not merged – The contents of the Current Company Profile do not transfer automatically.
- Manual data transfer is required – Ensure that any necessary field values from the Current Company Profile are copied to the New Company Profile before proceeding.
- Option to delete the original record – Users can choose whether to delete the Current Company record after the replacement is completed.
Steps to Replace a Company Record Reference
- Navigate to Companies.
- Click the Replace action button.
- Select the Current Company (Company to replace).
- Select the Target Company (Company to save).
- Choose whether to delete the Current Company record after the replacement process is completed.
- Check the Confirm checkbox to acknowledge the replacement action.
- Click Replace to start the process or Cancel to exit without making changes.
Conclusion
The Replace Companies function is a useful tool for updating company references across all related data tables. However, it does not merge data automatically, so manual data transfer may be required. Carefully review company records before proceeding with the replacement. For further assistance, refer to related articles or contact support.