Announcement

Collapse
No announcement yet.

Duplicate accounts

Collapse
X
 
  • Filter
  • Time
Clear All
new posts

    Duplicate accounts

    RangerMSP User Question*

    I have lots of accounts that are duplicate, and under type it has a *, there are different contact info in each, what’s that ?

    --
    * Question received by email and shared here for the benefit of our users.

    Re: Duplicate accounts

    Answer

    In the list of Accounts and Contacts lines marked with * do NOT represent Accounts but rather Secondary Contacts added under the Account's Contacts tab.

    As a Secondary Contact has a Company Name field that defaults to its parent Account name.

    In case needed, you can filter out Secondary Contacts from the list: On the Accounts window toolbar you'll find an [all types] dropdown, open it and un-select 'Show secondary contacts'.

    This can also set as the default for the Accounts Window by visiting Tools > Options > Accounts tab.

    Comment


      Re: Duplicate accounts

      A hierarchy tree would be an awesome feature to list accounts and subordinates. HINT

      Comment

      Working...
      X