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準備公司帳戶轉換為個人帳戶
檢閱將帳戶或連絡人轉換為個人帳戶的必要條件。
- 每個帳戶都必須有一個連絡人。不能有多個。
- 帳戶和連絡人必須具有相同的記錄擁有者。
- 帳戶和連絡人必須有相同的貨幣值。
- 「帳戶」上的「父系帳戶」欄位必須為空白。
- 「連絡人」上的「報告對象」欄位必須為空白。
- 「帳戶」未設定為任何其他帳戶的「父系帳戶」。
- 連絡人未在任何其他連絡人上設定為「報告對象」。
- 針對已啟用入口網頁的公司帳戶,Account.IsCustomerPortal 設定為 False。

使用較常見的搜尋字詞。
選取較少篩選條件以擴大您的搜尋。

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