What Happens When I Move or Duplicate a Contact?

You can move a contact or make a duplicate of a contact and attach it to another account.

If you want to associate the contact with only the new account you can move the contact to that account.
If you want to associate the contact to both accounts, you can duplicate the contact to another account.

What happens when I move a contact? Closed

Item	Actions
Contact Details	Move with the contact to the new account.
Activities	You can choose to either: Move them with the contact to the new account. Leave them with the account and reassign to another contact.
Address Information	You can choose to either: Keep the contact's address information. Use the new account's address information.
Attachments	Must remain with the account and be reassigned to another contact.
Contracts (Open)	Must remain with the account and be reassigned to another contact.
Contracts (Closed)	Remain associated with the original contact and account, even though the contact is no longer associated with the account.
Notes/History	You can choose to either: Move them with the contact to the new account. Leave them with the account and reassign to another contact.
Literature Requests (Open)	Must remain with the account and be reassigned to another contact.
Literature Requests (Fulfilled)	Must remain with the account and be reassigned to another contact.
Opportunities (Open)	Must remain with the account and be reassigned to another contact.
Opportunities (Closed)	Must remain with the account and be reassigned to another contact.
Returns (Open)	Must remain with the account and be reassigned to another contact.
Returns (Closed)	Remain associated with the original contact and account, even though the contact is no longer associated with the account.
Sales Orders (Open)	Must remain with the account and be reassigned to another contact.
Sales Orders (Closed)	Remain associated with the original contact and account, even though the contact is no longer associated with the account.
Tickets (Open)	Must remain with the account and be reassigned to another contact.
Tickets (Closed)	Remain associated with the original contact and account, even though the contact is no longer associated with the account.

What happens when I duplicate a contact? Closed

Item	Actions
Contact Details	Copied to the new contact.
Activities	By default this information remains with the original contact, but you can choose to move it to the new contact.
Address Information	You can choose to either: Keep the contact's address information. Use the new account's address information.
Attachments	Remain with the original contact and account.
Contracts (Open)	Remain with the original contact and account.
Contracts (Closed)	Remain with the original contact and account.
History	By default this information remains with the original contact, but you can choose to move it to the new contact.
Literature Requests (Open)	Remain with the original contact and account.
Literature Requests (Fulfilled)	Remain with the original contact and account.
Notes	By default this information remains with the original contact, but you can choose to move it to the new contact.
Opportunities (Open)	Remain with the original contact and account.
Opportunities (Closed)	Remain with the original contact and account.
Returns (Open)	Remain with the original contact and account.
Returns (Closed)	Remain with the original contact and account.
Sales Orders (Open)	Remain with the original contact and account.
Sales Orders (Closed)	Remain with the original contact and account.
Tickets (Open)	Remain with the original contact and account.
Tickets (Closed)	Remain with the original contact and account.