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Persons as companies

Hi!

Some customers add private persons as companies (from before person was introduced). Has anyone done /create a job to convert those into persons without company?

See example;

Thanks!

Anne Lene

RE: Persons as companies

Hi Wilhelm!

I know how to find them, but I want to know if anyone has done some changes/script etc to change these kind of persons (today as a company) into only persons. (one time job for persons added before person dialog was available).

Anne Lene

Af: Anne Lene Solheim Lilleberg 7. dec 2018

RE: Persons as companies

The Move Person dialog has the option for "Disconnect from contact".
At the same time, you have to choose what to do with your activities and sales:

- Leave all on contact.
- Move all to person.

This is because we do not allow sales and activities to be linked to a contact and person that are not directly related.
I suspect that merely clearing the contact_id will give much of our GUI a serious challenge.

I think that what you want is to be able to make a selection and choose a task for Bulk-Disconnect-From-Contact.
Sound like a good candidate for a new wish?

Conrad

Af: Conrad Weyns 7. dec 2018

RE: Persons as companies

Hi Conrad!

I like to 

1. Create a person based on the information on the company card, with all related data (appointments, sales, projects etc)

2. delete the company (since all the information is moved to person)

Anne Lene 

Af: Anne Lene Solheim Lilleberg 7. dec 2018

RE: Persons as companies

Hi Anne Lene,
Ok, so: Disconnect all persons from contact and delete contact when no more persons.

This could be an optional final step in the Move person feature.
Merge/Move is not available from COM in Win. Perhaps it is in crm script?

Turn contact into orphan...
The challenge here is how to convert the contact name (that will in reality be a perosn name) into a First, Middle and Last name..


I will add 2 wishes to tfs.
One for the extra final step in the Move dialog and one to make this available from a selection.

/conrad

62019: Wish: Move person dialog: A final step for Delete contact when no more persons
62020: Wish: Selection of persons task: Bulk move person for disconnecting from contact (turn into orphans)
62027: Wish: Old Person-As-Contact: convert to orphaned Person.

 

Af: Conrad Weyns 7. dec 2018

RE: Persons as companies

Thanks Conrad!

Af: Anne Lene Solheim Lilleberg 7. dec 2018