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Elevate Secondary Conact to Contact?

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Copper Super Contributor
Posts: 51
Country: United States
Accepted Solution

Elevate Secondary Conact to Contact?

I often add information about a Secondary Contact and later would like to create a Contact from this information.  Is there any simple way create a contact from this Secodary Contact while at the same time preserving the Secondary Contact information?

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Solution
Accepted by topic author BrianF
‎09-25-2015 03:20 AM
Copper Contributor
Posts: 52
Country: USA

Re: Elevate Secondary Conact to Contact?

If you are doing it on a contact by contact "onesy" basis, then I would suggest

1) Promote

2) "Relate" (Relationships tab might not be visible so you may need to expose it using Layout Editor.

Alan Crawford
wwww.BusinessDataConcepts.com

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Bronze Contributor
Posts: 1,393
Country: USA

Re: Elevate Secondary Conact to Contact?

Hello Brianf.

 

While I am not an engineer, I believe you can right click for the promotion, it does remove it from the secondary contact list.

 

I believe you would either need an addon program or have one of the consultants on this forum create a script for you. 

John Purdy
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Copper Super Contributor
Posts: 51
Country: United States

Re: Elevate Secondary Conact to Contact?

Thanks for the tip, John.  You've solve half of my question.  I don't know anything about scripts but I do want to keep the Secondary Contact information associated with the Primary Contact while at the same time promoting the Secondary Contact to a Contact. Can anyone help me with this project?
Copper Super Contributor
Posts: 51
Country: United States

Re: Elevate Secondary Conact to Contact?

Any consultants on this forum who know how to write a script for what I need?
Solution
Accepted by topic author BrianF
‎09-25-2015 03:20 AM
Copper Contributor
Posts: 52
Country: USA

Re: Elevate Secondary Conact to Contact?

If you are doing it on a contact by contact "onesy" basis, then I would suggest

1) Promote

2) "Relate" (Relationships tab might not be visible so you may need to expose it using Layout Editor.

Alan Crawford
wwww.BusinessDataConcepts.com
Copper Super Contributor
Posts: 51
Country: United States

Re: Elevate Secondary Conact to Contact?

Very interesting.  I did NOT know about the Relationshiop tab.  This sounds like a very good work-around.  Thank you for suggesting it.