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‎07-06-2018 02:44 AM
Hi
We already have companies set up in SN but we are starting to look at Customer Service Management and I am looking for a way to convert companies to accounts?
Most of the information appears to be shared but for companies that already exist there is no account number. How could we auto populate this field?
Regards
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‎09-06-2018 03:40 AM
I agree, we had the same requirement and we just changed the class to account.
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‎09-06-2018 03:40 AM
I agree, we had the same requirement and we just changed the class to account.
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‎08-01-2018 06:23 AM
How do you map company to account? We have converted to accounts recently, but our record producer "broke" because client scripts were relying on the company table.