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We run CRM 2013 on-premise. I found an account where a previous employee put a contact on the wrong account and then started doing activities for that contact on this account. It is no problem removing the person but don’t know how to move (ideally) or delete activities.
When you remove contact from account (NOT Delete) then activities will stay with contact.
You can consider renaming this contact with correct contact or merging with correct contact.
Removing is not an option, or if it is I don't know how to do it. Unfortunately we do not have a CRM admin so I am figuring this out as I go.
Apologies, I did not mean to mark this as answered. How do we remove a contact from account in CRM 2013? I am only seeing ways to delete.
you can remove the contact from account by set the lookup field to empty. You can see this field in contact form.( if this field is not mandatory).
You can remove 1:N association by clearing lookup value, you can simply select lookup and press delete button and save your changes, so you can go to account record and remove the primary contact name selected in the lookup (select & delete).
Can the user delete the Activity from the account? For instance, I am in the account and on the Activity section. I see the activity that I need to delete. However, there is no option to delete it......that seems odd.
Please check with your sys admin if you have permission to delete activities at Business Unit Level or Org Level. In most cases, you won't see the delete option when you don't have permission.
someone with sysadmin permissions can delete the emails in the Activity, but that gets rid of the emails entirely. What we really need then is the ability to move the emails to the correct account. Or, disassociate the activity from the wrong account and associate it with the correct one.
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