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Move Projects between Contact Records
Move Projects between Contact Records
Learn the steps and limitations when moving projects between contact records within your 17hats account
Travis avatar
Written by Travis
Updated over a week ago

17hats Users can now move Projects between Contacts within 17hats! 

How do you do this?

  1. Open the project you wish to move. 

  2. At the top of the screen click "EDIT"

  3. You will see a "Move Project" selection within this dropdown
    *Not seeing this option? Please see the Limitations section below to see why.

4. This will open a dialog window where you can type in the name of the contact you wish to move the Project to:

5. Once you find the contact you wish to move the project to, click "Move"

6. You will be taken to that project's page, under the new contact record

>>> Make a mistake? You can easily move the project back to the original contact using the same steps above. 


Projects cannot be moved if they have:

  • Contracts: Sent, Open, Signed

  • Invoices: Draft, Sent, Open, Paid, Voided


As always, feel free to reach out via Live Chat if you still have any remaining questions and we'll be happy to help out!

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