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best practices for when a person leaves a facility and moves to another?

New Member
Posts: 4
Country: USA

best practices for when a person leaves a facility and moves to another?

I was wondering what other companies do to help people zero in on what contacts are active at a company and who is no longer
at that company / facility.
 
The sales people don't want to lose any notes or information of when they met with that person, but they need a quick way to scroll
thru a company and find out who is active or not.
 
Any ideas??
Copper Contributor
Posts: 42
Country: United States

Re: best practices for when a person leaves a facility and moves to another?

There are at least two things you can do when setting up company records or when someone leaves, you can create a Master record for the company.  This allows you to put a variety of historical data in the record that may not be tied to a person.  For example, if a company buys another company or sells something like a plant, where would you put this? I like the master record.  Many times as people change in a company you see that certain policies rule more than what the departed person may have told you.  Now that you see "policy" as a part of the corporate culture where does this go and how do you use it to plan your sales actions? The other option is to tie data to a record that is part of a department, for when people in that department leave and you want the data to stay available in your work with a replacement.
Copper Contributor
Posts: 103
Country: Netherlands

Re: best practices for when a person leaves a facility and moves to another?

In our situation, we migrate the old name (previous employee) to the new name (the new contact) on the same contact card.
Of course in a note file AND in a seperate memo field we describe that at a certain date people have swichted chairs, but we try to work on a contact card.
 
The basic thought behind this is that we're dealing with specific people at specific chairs that fullfill a specific task.
For example: if John Doe is our contact for purchase of electronics, and at a certain point he is replaced by Joe Handel, it is still the same entity / function that we're dealing with. Therefore it makes sense having all relevant info on one database record.
 
By filling in the name 'John Doe' on the memo field 'former employees', we're always able to track info if only the name is being given.
 
If the complete function/chair is not valid anymore (for example: the purchase department is completely being taken over by another company), we start with an entire new record, where the first memo of the record would be to indicate that there is prevous info to be found on record 'John Doe'. An extra field with a switch active/non active helps to indicate whether the person is active or not.
 
Hopes this answers helps you.
 
Rene van der Velde
aka "The Dutch Betatester"


Kind regards,

Rene van der Velde
The Netherlands
aka 'The Dutch Betatester'
Copper Contributor
Posts: 172
Country: USA

Re: best practices for when a person leaves a facility and moves to another?

I like the idea of merging the old contact/employee to the new (replacement) this way everything stays intact