Updating Related Records

Hi there. Sorry if this question was asked elsewhere - I searched and didn't come up with anything...

We recently created a new module for a separate division of our company and I'm attempting to transfer the related records to the new module account records.

Any advice on how to best do this on contacts which are relationships (or many to many) and emails (as there is no import function)

Thanks!
Annie

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0 Francesca Shiekh over 1 year ago

I am curious as to why you chose to duplicate the Accounts record instead of adding a qualifier to the Accounts record to distinguish the various divisions of your company, or leveraging Teams to segment the Accounts between divisions and segment the visibility of the Accounts.

FrancescaS
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0 Francesca Shiekh over 1 year ago

I am curious as to why you chose to duplicate the Accounts record instead of adding a qualifier to the Accounts record to distinguish the various divisions of your company, or leveraging Teams to segment the Accounts between divisions and segment the visibility of the Accounts.

FrancescaS
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