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How can I move a contact to another account?

One of your contacts changed jobs and is now working for one of your other trade partners and the contact's email address stays the same. Delete the user and re-create the user for the new account.

In case an employee working for the own organization is moving to another office, just switch the office the person is working for in the contact details page:

For external contacts which stay working for the same company (account) but another office, this works exactly the same.

For external contacts moving to another company, in most cases their email address changes as well. Just deactivate this user and ask the person to register with the new email address or create a new user based on the new email address.

For external contacts moving to another company but keeping their email address, for example when working with a franchise setup sharing 1 email domain, the process is different. The user cannot be moved to the other account in SyncForce.

  • Sign in to [customer].syncforce.com
  • Go to Manage Contacts & Users
  • Go to the user details page
  • Bottom right, click on the 'Delete contact' button
  • Ask the person to register again for SyncForce or you can create the user yourself via:
    • Manage Contacts & Users » Partners » Go to the account » New contact