[Vtigercrm-developers] contacts leaving the company

Prasad prasad at vtiger.com
Wed May 11 07:29:10 GMT 2016


If you are looking Contact not as an individual (say by Email)
then moving to different Org is more like a new Contact.

Regards,
Prasad
Vtiger Team

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On Wed, May 11, 2016 at 12:05 PM, Preexo <preexo at googlemail.com> wrote:

> I am hoping for a little input on how you all handle this or how you tell
> your customers to handle this situation:
> You have been creating salesorders and invoices for company foobar for the
> last 10 years and always with the same contact xyz.
> Now that contact xyz leaves the company foobar and joins company abc1. Will
> you change the contacts organization to the new company or create a new
> contact?
> Same question, but this time contact xyz disappears and never comes back,
> he
> is basically a dead entry in the CRM, but with hundreds of SO and IN
> attached to his name. How would you handle this?
>
> Basically in what case would you delete contacts? What about all the legacy
> data, it will basically change old invoices data for example which should
> be
> a no go.
>
> Am I thinking to complicated? I was looking for a hide or inactive flag in
> the contacts module but couldn't find any...
>
>
>
> --
> View this message in context:
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