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Author Topic: Batch move orgs to subtype  (Read 1294 times)

alanski

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Batch move orgs to subtype
March 01, 2012, 11:55:10 am
Is there a way of batch changing Org types from orgs to sub types?

Kurund Jalmi

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Re: Batch move orgs to subtype
March 02, 2012, 07:26:45 am
Quote
Is there a way of batch changing Org types from orgs to sub types?

Currently no.

Kurund
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alanski

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Re: Batch move orgs to subtype
March 02, 2012, 07:39:40 am
Interestingly.....
I found imports for Org Subrtypes [fill type] reverted the type to Organsiation.
However if i then did an import matching name of org and included a subtype column then the Organisation contact type was changed to the subt ype I desired and importantly the custom fields for the sub type were still intact.

Is it the case that a change of contact type where the subtype has custom data will not lose its data? Seems to be the case :)

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  • Batch move orgs to subtype

This forum was archived on 2017-11-26.