SECURITY Requires CRM security level permission for Organizations to delete Mine or All
If you have sub-organizations (child/parent relationships) that function more like organization locations than sub-organizations, you can use the Convert Organization to Location tool to convert them to locations. If you're not sure whether you want a sub-organization or a location, refer to Organization locations and parent/sub-organization relationships.
NOTE The tool does not perform bulk conversions.
- Locate the sub-organization to convert and access the Convert Organization to Location tool in one of these locations:
Sub-Organization page > Tools menu
Parent Organization page > accessory tabs > Sub-Organizations > context menu
Organization Search > results table > context menu
Dashboard > Organization widget > Organization Drill-In table > context menu
- Click Convert Organization to Location and review the message.
- Click Yes to continue.
- Read the message that opens and, to continue the conversion, click Yes.
IMPORTANT Once you click Yes, you cannot cancel or undo these actions.
When you click Yes, the conversion tool does the following:
- Creates a new location for the parent organization that has the same name as the sub-organization. If the parent organization already has a location of that name, (#) is appended to the new location's name, where # tracks the number of locations created with the same name.
- Uses the sub-organization's Address 1, Address 2, City, State, Zip Code, Country, Additional Address Information, Phone, Alternate Phone 1, Alternate Phone 2, Fax, Round-Trip Distance, Tax Exempt and Tax Region settings to populate the new location's corresponding fields.
- Merges the sub-organization into the parent organization, moving all the sub-organization's associated entities, for example, tickets, contacts, etc. to the parent organization. On the merged entities that have a Location field (Contacts, Tickets, Devices, Service Calls, Billing Items), the field is set to the newly created location.
NOTE Datto RMM sites mapped to the sub-organization will need to be re-mapped in Datto RMM to a new Autotask organization for the sync to continue to work.
- Deletes the sub-organization. Deletion cannot be undone!
If Convert Organization to Location is not available, the selected organization cannot be converted for one of the following reasons:
- It is not a sub-organization (does not have a parent account)
- It has one or more contracts or multiple locations (more than just the primary location)
- It has one or more posted billing items where the parent organization is your own local organization
- It has Taskfire enabled, but its parent organization does not have Taskfire enabled
- It is an outsource partner
- The sum of its locations and the parent organization's locations is greater than 1000
NOTE Hover over the gray Convert to Organization Location to see which reason applies.