02-25-2011 11:53 AM
As my contacts move from company to company I would like the email history to remain with the company they were with ...not with the contact.
Is there a way to keep all email history connected to the original company? I would like to then start a new history with the contact when I link him to a new Company....Thanks...
02-28-2011 06:43 AM
To attach an email history item to a Company or Group, you can use the 'Share With' option. This would have to be done for each history item individually.
Note: If you use the Share option the history will be associated with the Company/Group and all of it's current contacts. If the contact you are moving to a different Company is the only contact associated, then this would not be an issue.