How do I change the Company on a Company Contact?
Last modified: March 8, 2012 by Michelle
To change the CO from a CC record, take the following steps:
- From the CC record, hover over the CO name in the Gold Header
- Select the Edit icon from the fly out
- Click the Sypglass icon and select a new Company
- Click the Refresh icon in the Edit Toolbar
Please note that the Employment History on the CC profile will updated to reflect this new change.
