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create a Second Account then move users from Account A to Account B

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  • create a Second Account then move users from Account A to Account B

    Would it be at all possible to create Account B then move users from Account A (original account) to Account B?

    Or how would we create a way while in account to only view certain types of accounts or not view said type accounts while on the Account tab?

    Thank you!

  • #2
    Yes, you can use "Mass Update", if option is not available in the List view, go to Admin > Entity > Account > Layout > Search/Mass Update).

    Users? You meant contact right?

    You can also add in Bottom Layouts or "Multi Entity". Here some screenshot for your reference.

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