Thanks for this.
Let me clarify - so for instance - if I have a history item that is rolled
up from a contact and the individual leaves the organisation - if I delete
their contact the history in the account will also be removed.
So when linking items I need to link to a contact and at the same time an
account. (Which will give me the same item showing twice in the account
history - once in respect of the contact and once in respect of the account).
By doing so if I delete the contact then the history will still remain in
the account.
If I have understood this correctly this is a nightmare as it will require
me to re-link hundreds of items to accounts before deleting the contacts that
have left/joined a re-formatted organisation.
Is there a way of linking multiple items to accounts in one go?
"Jerry Blake (MSFT)" wrote:
[Quoted Text] > Hi JMGreen, > > By design of bcm, all history items in an account where rolled up from a > linked contact will be remove/moved once the contact with those history items > is changed from the account. > > However, if the accounts in question have items directly linked to them (not > rolled up from accounts) you will have to manually add them to your new > account. > > > -- > -- > Jerry Blake [MSFT] > Visit team blog at http://blogs.msdn.com/bcm> > This posting is provided "AS IS" with no warranties, and confers no rights > > > > "JMGreen" wrote: > > > I have many accounts in BCM (mainly within the health service in the UK). > > Many of these have business contacts and history items 'attached'. There has > > recently been a reorgansiation in the health service so that say Account A & > > B have combined to create account C. > > > > I now need to create Account C and would like to delete Accounts A & B as > > these are no longer current. However I do not want to lose the history items > > linked to Accounts A & B, and the relevant business contacts. Is there a way > > of making sure that the histrory remains in tact though it is now linked to > > the new Account C? > > > > Thanks > > > > |