01-10-2011 10:18 AM
I have the perfect Customized Contact layout, with multiple custom fields. I would like to copy that layout and use it as the company layout, I would probably delete one or two fields, not sure which ones yet.
Is there anyway to convert the contact layout to a company layout?
01-10-2011 01:41 PM
Unfortunately, the Contact layout won't convert to a Company layout. The fields you have added to the Contact table (and subsequently the contact layout) will have to be created in the Company table (Tools > Define Fields > Company) and then the Company layout updated accordingly with the new fields.