Corporate change of a person

A staff member changes from company A to company B.

Recommendation: This function creates a clean history of the change in any case as opposed to manually assigning the person to another company.

1. Execute the Corporate change function for the person.
2. Select the already existing company B (Company...) in the corporate change assistant.
3. Provide a Change note (can be viewed in the person’s history).
4. Specify that the communication data (address, properties) of the person are transferred.

• The status of the predecessor person is automatically set to inactive.
• The successor person is created and assigned to the company B as a staff member.
• The history relation of the person is built and displayed at the person under Additional data/Contact relations as a tree.