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Using Fields Associations to Transfer Objects

Employing fields associations to transfer objects from one type to another


To move objects from one type to another, go to Main menu — Settings — CRM  — Objects and select the objects type to be matched to others. Then select "General settings" and click "Associations of fields for transfer from one type to another":

A new window will open to display the fields of the type you wish to move the objects from (1) and all possible fields of other types they could be moved to (2):

All you need to do is just select the appropriate accepting fields:


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