Convert Companies to Accounts

Richard T
Kilo Guru

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

1 ACCEPTED SOLUTION

I agree, we had the same requirement and we just changed the class to account.

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6 REPLIES 6

I agree, we had the same requirement and we just changed the class to account.

Heather White
Mega Guru

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.