Support center

Transfer data to another user

Internal users can be the owner or assigned user in different types of records, like companies, contacts, shows, contracts and tasks etc.

You can transfer data to another internal user in the same agency. This can be done from the internal user management page.

Are the numbers that I see correct?

It's possible that when you filter for instance "Invoices" by owner, you will see less records than displayed in the usage panel. This is because the usage panel also includes records that are linked to deactivated & invisible bookkeepings.