Attach to a different Company

Allows you to move the selected Contact record from one customer to another.  This option is typically used to move contacts assigned to the Unassigned Contacts company to the actual customer associated with the Contact once the customer record has been set up.

When a valid contact record is loaded into the Contact Manager and the Attach to a different Company option is selected, the system activates the Customer Lookup program so that you can select the company that the contact should be moved to.  The system then updates the Company in the contact record, and it notifies you that the contact has been re-assigned.


Contact Management