Replacing an internal employee at an organization or contact in one go

MJA Updated by MJA

It is possible to replace an internal employee in one go.

This is useful if, for example, an employee leaves the company and someone else takes over the customers.

  1. Go to the Linked employee module
  2. Find the employee you want to replace
  3. Open 1 of the records in the list and click in the employee field to find the new employee > click save
  4. Then click on the 3 dots to open the menu and choose Replace > Employee. You are currently in the summary of the record, but you can also go to the menu from the list view

  1. A pop-up opens with an explanation of what Newbase will do > click OK
  2. A blue progress bar will appear. When it is finished, all fields have been replaced

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