<< back to knowledge base Adding a correspondence address Adding a stamp/signature Adding a new client to the system Adding a contact to a company Adding departments of organization Adding insurances Adding logo Adding your own groups (available in the contact form) Excluding contact from suggestions Setting approvals (client, subcontractor, is blacklisted) Setting trade credit

contacts

Changing assigned organization/department to person

  1. In details of given person at the top right corner of the site click on the pencil icon (edit).
  2. In the form in field 'parent' choose right department/organization.
  3. Click the save button.

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