This is a topic in Tips & Tricks

Combining people and companies

 
Avatar PocketChalker 35 posts

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?

Pocket

 
Avatar Jake W. 5 posts

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.

 
Avatar Jake W. 5 posts

Oops, found that. Never mind.

 
Avatar Susannah 1 post

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?

 
Avatar Richard Haven 238 posts

Highrise Inquirer can re-assign People to a different Company; would that help ?

 
Avatar Fadi Bishara 1 post

what if file companies as “cases” you can always assign more than one company to same person.
?

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