The hierarchy of the CRM means that records such as Contacts, Opportunities and Problems have parent records, which sit above one another in the CRM. A parent record of an Opportunity, for example, would generally be a Contact, whereas a parent record of a Contact would be a Company.
Move Record, formerly Change Parent, is a function which allows you to move records around in the CRM. Moving a record is a useful tool if you need to reassign a Quote to a new Contact, as an example. Using the Move Record (formerly Change Parent) feature will move a Quote to the new Contact. Another great use is if a Contact moves Company and so you want to move the Contact to the new Company whilst retaining all records, notes and documents against the record. This allows you to have clean data without having to duplicate work.
Step 1: Open a Record
To move a record, simply open the record you wish to reassign. In this example, we're on a Contact record.
Step 2: Select Move Record
From here, select the three dots on the right-hand side. This will give you the option 'Move Record' (formerly Change Parent).
Please Note: The word Record will be substituted for the name of the record you are moving, as per the image below.
Step 3: Search for Record
Next, a new search window will open allowing you to look for the record you want to move to.
As we're on a Contact, the search will look for Companies. The search will automatically change and display the appropriate results depending on which record you are moving.
After selecting the correct record, the CRM will be automatically updated to show the new location in the hierarchy and a note will be added in the Activity of your record outlining that the parent has been changed.
Note: When moving a record, all associated child records (e.g., Notes, Documents, Quotes, etc.) will also be moved automatically. You will not have the option to manage or choose these child records.
Don't have the Move Record option? If your record is a B2C record, you will need to convert the record to B2B before you can move the record. Check out this guide, for more on converting to B2B.