11-27-2009 02:32 PM
When I review contacts added to a company, I notice that there are several that I want to keep, but I don't want to show up when I do a company search. Is there an easy way to move the contact to a secondary contact? I realizethat history and notes would be eliminated.
Thanks in advance for your help.
11-29-2009 04:28 AM
Try "Primary to Secondary Contact Wizard" from http://www.egenconsulting.com/egcproducts.html
Not sure how they're doing it but it's technically possible that, while you wouldn't be able to see the extended data (notes, history, activities, etc), the data could still be there and show if you promote them later.