We have an account with 7 offices which have been independent but in a branding decision will all be merging into 1 account. All the accounts have at least about a year of history, some more than a year. Service Orders, Contacts, Assets, Tasks, etc. We have figured out the billing and how to show location, but are wondering what happens to the "historical documents". Are they moved to the combined account?
If you have a best practice with regard to this, that would be super helpful.
Thanks!
Michele
If you have a best practice with regard to this, that would be super helpful.
Thanks!
Michele
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