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Unlinking a Contact from a Company but keeping history with company

New Member
Posts: 22
Country: United States

Unlinking a Contact from a Company but keeping history with company

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...

New Member
Posts: 22
Country: United States

Re: Unlinking a Contact from a Company but keeping history with company

I guess this is not possible.....really?

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Unlinking a Contact from a Company but keeping history with company

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.

Greg Martin
Sage