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Former Member
Jun 17, 2009 at 08:28 AM

Change relations to new business partner?

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Hi,

Hope you can give some useful tips regarding the following:

We have an account manager (Business Partner type: Person) who is the Responsible Salesrepresentative for a large number of customers (also business partners).

This account manager is being replaced by another accountmanager and now we are trying to find a way to quickly assign all customers of the previous account manager to the new account manager without having to manually maintain the relationship entries.

Aare there any ways to do this quickly??

Many thanks for any useful info.

Best regards

Willem