moving workplaces to new organisation (account) permanently

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Thue Thalund Nielsen

• September 24, 2021 11:47

Hi Podio. 

I have been using podio with my partner for a couple of years now. 

 

We have decided to part ways, and split the customers between us.

 

I have managed to open a new organisation, and have invited the relevant workspaces (customers) for me over to this new organisation. 

 

Also I have put myself as administrator of these workspaces under my new organisation / account. 

 

In my new podio account the workspaces are still not under this new organisation and I can't move them from the list of workspaces in left side of the crm. 

 

I tried to clone af workspace with all data to a new workspace under my new organisation, but the activity “comments” are not included. 

 

I need all dato to be under my new organisation, and my concern is if we delete account of were they were before, then the data will be lost. 

 

Can you please let me know how to move forward. 

 

Best regards

 

Thue

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• 

  Bill Carovano

  • September 24, 2021 21:05

  Hi Thue - have a look at this Podio extension: https://podiocopy.phases.dk/

   

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  Ansar Muhammad (Anz)

  • September 25, 2021 14:29

  Hi Thue - as Bill suggested https://podiocopy.phases.dk/ can help you to clone workspaces with comments, files, tasks, etc. We are the ones made this extension and if you need any help, please write to support@phases.dk 

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