Copy Contact Notes When Copying Contacts
R
Richard Whirley
When you use the workflow step "Copy Contact" and you move them to another sub-account, you see the option to copy custom fields, tags, etc... What you DO NOT see is the option to copy Contact Notes. So when you copy them to the destination sub-account, you have lost all of the notes for that contact.
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J
Joe Habscheid
Yeah, you would expect that when you copy the contact all its properties are copied. ... Basics of Object Oriented Programming since the earl 1990ties ....
K
Keith Besherse
And need the option to transfer documents.