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Change / Replace a company in a contact record

edited Sep 27, 2021 10:08PM in Ask A Guru 2 comments

I routinely 'move' contacts from one company branch to another. I need a way that I can replace the existing company, not add a second company record. Alternatively a way to delete a company association would work as well.

All of my research has hit a dead-end. How could I upload an Excel spreadsheet with the contact internal ID and company internal id and select add, replace or delete. I would expect this be possible with CSV Imports but I cannot seem to replace or delete, just add.

The internal ids for the company association sublist do not seem to be available. This seems like a design flaw? any help would be much appreciated.

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