Combining people and companies
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I have a situation where…actually, it happen quite frequently when I forward an email I received to my dropbox… I end up with a new person contact. How can I merge this person into a company? |
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I have a similar question, except I now have two separate people I’d like to merge into one. I set up a contact page manually for the guy, and then I forwarded an e-mail from him, and HR created a new contact page. |
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Oops, found that. Never mind. |
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Has anyone figured out how to merge companies? I keep seeming to end up with multiple ones, as the search function often doesn’t find the company you’re looking for? |
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Highrise Inquirer can re-assign People to a different Company; would that help ? |
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what if file companies as “cases” you can always assign more than one company to same person. |
