Why Move a Sub-Account to a Different Contact

Your customers' lives change, and your CRM should keep up without forcing you to rebuild records from scratch. A client sells their vehicle to someone new, a student moves to a different parent, a pet finds a new owner, a property changes hands. Moving the sub-account to the new contact keeps the full history intact, saves you from re-entering information, and makes sure the right person receives future communications, invoices, and appointment reminders. Your records stay clean, your billing goes to the correct contact, and your customers feel like you actually know who they are.

This article walks you through how to move a sub-account to a different contact in Thryv Business Center. It does not cover merging two contact records, deleting a sub-account, or transferring an entire contact to a different account. For more on how sub-accounts work and how to change the CRM term used in your account, see Associate Individuals to a Contact.

What a Sub-Account Is Called in Your Account

The term sub-account refers to a record attached to a primary contact in your CRM. Depending on the industry configuration of your Thryv Business Center account, your sub-accounts may be called any of the following terms:

• Clients

• Accounts

• Cases

• Jobs

• Opportunities

• Patients

• Pets

• Projects

• Properties

• Students

• Vehicles

All of the instructions in this article apply to the term used in your account. If your account uses Patients, your button will read Move Patient Under. If your account uses Vehicles, your button will read Move Vehicle Under, and so on. For more on configuring the CRM term in your account, see Associate Individuals to a Contact.

How to Move a Sub-Account to a Different Contact

Open the client card that contains the sub-account you want to move. In the bottom-right section of the client card, locate the sub-account list and confirm you have selected the correct sub-account before continuing.

The client card displays the contact's information at the top, with the sub-account list visible in the bottom-right section. The selected sub-account is the one that will be moved to a different contact.

Open the Move Item Menu

After confirming you have the correct sub-account selected, click More in the top row of the client card. From the dropdown menu, click Move Item Under. The exact label of this option matches the CRM term configured in your account, such as Move Patient Under, Move Vehicle Under, or Move Project Under.

The top row of the client card displays the More button expanded into a dropdown menu. The Move Item Under option is visible in the menu, with the exact label matching the CRM term configured in the account.

Search for and Select the New Contact

A search window will open prompting you to find the contact you want to move the sub-account under. Type the new contact's name in the search bar to locate the correct contact. Once you have located the right contact, click Select next to their name to choose them as the destination contact.

The contact search window displays a search bar at the top and a list of contacts matching the search. Each contact result includes a Select button to choose that contact as the destination for the sub-account.

Confirm the Move

A confirmation prompt will appear asking you to verify the move. Review the destination contact and sub-account information shown in the prompt to make sure both are correct. Once you have verified the information, click Confirm to complete the move.

The confirmation prompt displays the destination contact name, the sub-account being moved, and a Confirm button to finalize the move. The prompt allows you to verify both pieces of information before finalizing.

Verify the Sub-Account Was Moved

After confirming, the sub-account will appear under the new contact you selected. Open the new contact's client card and locate the sub-account list in the bottom-right section to confirm the move was successful.

The new contact's client card displays the moved sub-account in the bottom-right sub-account list, confirming that the sub-account has been successfully transferred to the new contact.

Frequently Asked Questions

What happens to the appointments, invoices, and payment history attached to the sub-account when I move it?
The full history of the sub-account, including appointments, invoices, payments, and notes, is preserved when the sub-account is moved to a new contact. The history stays attached to the sub-account itself, so all records remain intact under the new contact.

Why does my button say something other than "Move Item Under"?
The label of the move button matches the CRM term configured in your Thryv Business Center account. If your account is configured for the veterinary industry, the button reads Move Pet Under. If your account is configured for property management, it reads Move Property Under. The function is the same regardless of the term displayed. For more on configuring the CRM term used in your account, see Associate Individuals to a Contact.

Can I move a sub-account back to the original contact if I made a mistake?
Yes. To reverse a move, repeat the same process from the new contact's client card and select the original contact as the new destination. The sub-account will move back along with its full history.

Can I move multiple sub-accounts at the same time?
Sub-accounts are moved one at a time using the Move Item Under option on each individual sub-account. To move multiple sub-accounts, repeat the process for each one separately.

What does this article cover?
This article covers moving a sub-account from one contact to another in Thryv Business Center. It does not cover merging two complete contact records, deleting a sub-account, transferring an entire contact to a different account, or configuring the CRM term used in your account. For more on how sub-accounts work and CRM term configuration, see Associate Individuals to a Contact.