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准备转换为个人客户的公司客户
转换客户或联系人需要以下条件。
- 每个客户必须有一个联系人。不能有多个。
- 客户和联系人必须具有相同的记录所有人。
- 客户和联系人必须具有相同的币种值。
- 客户上的父客户字段必须为空。
- 联系人的“报告对象”字段必须为空。
- 客户不会设置为任何其他客户的父客户。
- 联系人不会设置为任何其他联系人的“下属”。
- 对于启用入口网站的公司客户,Account.IsCustomerPortal 设置为 False。

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