Convert Account into Secondary Contact

RangerMSP User Question*

Can I convert main Accounts into sub-Contacts under an another Account?
These accounts are actually "just" contacts within a company,

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* Question received by email and shared here for the benefit of our users.

Answer


Yes, you can convert an Account into a secondary Contact of another account using an option found under the Accounts menu:

Is there a way to convert a secondary contact into an account?

A Secondary Contact may be highly "involved" with its parent Account - it can refer to tickets of the Account, Assets, Charges that were invoiced, and more. Therefore you cannot 'detach' it from the Account, this might break the database linking and integrity, however - as mentioned in the screenshot above, you can Copy a secondary Contact into a primary Account. For this right click the secondary Contact under the Contacts tab and select the 'Copy secondary contact to primary account' menu option.

Hope this helps.