How do I move a contact to another company or leave it with a blank company field?

To change the Company on a Contact card, please follow the steps below:

1. Click on the Task button in the Contact card, and select Manage contacts and then Move contact.
   
   
    
2. Under Action on contact, select one of the following options:

• Select Move to and choose the company you want to move the contact to. 
   
• Select Disconnect from <company>.

      3. Select one of the following under Action on all existing activities and sales:

• Leave all on <company>. Select this option if you do not want to transfer the activities and sales along with the contact, but keep them on the current company.
   
• Move all to.... Select this option if you want to transfer all the activities and sales to a new company. If you are assigning the contact to a new company, all the activities and sales are transferred together with the contact. 
   
• Move all activities starting from. Select this option if you want to transfer activities and sales starting from a specific date.

      4. Click on Move (3) and the contact is disconnected from the company.

Note!

1. To access this function, the user must have the functional right Can manage (move and merge) entities.

2. To disconnect a contact from the company, you must have a set preference that allows creating a contact without the company. Check this FAQ for more information.

3. It is possible to use a Bulk Update function to disconnect contacts from companies in bulk.