08-21-2008 10:18 AM
We always struggle to proper handle a sales contact when that contact person (with a lot of notes /scheduled activities and sales opportuniyies) leaves the company. We have not find a simple solution to keep the old records as well as assign or copy all the activities/sales opportunities etc. to the new contact (person) who is replacing that left contact. As a sales guy I have recorded all my activities, sales opportunities and notes with a customer's buyer under that buyers contact. It often happend that buyers leave the company or are assigned tio other commodities. What would be the best practice to handle that common business event, keep the old contact with the info he left and new assigned is ... as well as have the whole history,activities and sales opportunities easy copied to the new contact meaning new buyer.
Any suggestions of best practice would be greatly appreciated
08-22-2008 01:13 PM - edited 08-22-2008 03:25 PM
There is no way currently to get rid of the User/Contact without rolling all the histories, notes and opportunities to another user. That doesn't work well as it transfers all the histories & notes to the new person, where in reality, the histories belonged to the former person. I've been suggesting a fix to this problem for years, but the deelopers haven'tt found it to be very important.
I have two possible work-arounds:
LarryA; Act! user since Act! 3.0
08-23-2008 03:08 AM
If you use the Company records, and make sure notes/histories/etc that you create are associated with it, then you'll have them show both with the contact you worked with and still remain with the Company.
The nice things about this: