Change a person/organisation code

You can change the (identification) code of a person or organisation.

To change a person/organisation code:

  1. Go to: CRM / Organisation/person / Organisation/person.
  2. Select the person or organisation of which you want to change the code.
  3. Click on the action: Edit person/organisation code.

    The wizard is now launched. The organisation or person you just selected is now shown in the Current code field.

  4. Enter a new code in New code.
  5. Click on: OK. 

    The person/organisation now has a different identification code.

Directly to

  1. Optimising data
  2. Relationships
  3. Merge organisations/persons
  4. Change a person/organisation code
  5. Convert an organisation to a person and vice versa