Replace Company

Replaces one Company record reference with another Company record in all related data tables.

Navigation

Main Menu > Companies > Replace Companies

Applies To:    Enterprise    Plus    Basic

Overview

The contents of the Current Company Profile do not merge into the New Company record. Make sure to manually transfer any desired field values from the Current Company Profile  to the New Company Profile prior to the replace operation.

To Replace a Company Record Reference

• Go to Companies.
• Click on the Replace action button.
• Select the Current Company (Company to replace) and Target Company (Company to save).
• Select to delete the Current Company record after replace function is completed.
• Click the [Confirm] checkbox.
• Click [Replace] to start the process or [Cancel] to quit.