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Copy Account Info from CM-A (Read 240 times)
markoptics
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Posts: 51
Copy Account Info from CM-A
05/30/07 at 09:48:23  
Hi,
i am on DBA Classic.  Is there a way to copy everything from on CM-A account to another CM-A acct.?
My customer has changed their name, but I don't want to lose history on them when I make a new  
account.
Thanks, JULIE
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Lynn_Pantic
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evolution (n) -
gradual change to a
different form

Posts: 5663
Re: Copy Account Info from CM-A
Reply #1 - 05/30/07 at 12:15:19  
CM-J (Contact Manager Only) or SM-J-M should allow you to change them to a new code (and then edit the name) and keep the history.
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Lynn Pantic
IS Tech Support
lynn@istechsupport.com
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