cross-posted from: https://lemmy.world/post/12565350
RE: sales CRMs like salesforce or zoho
Don’t expect much of an audience for this on Lemmy, but:
Maybe it’s just the places I’ve worked, but seems like I’m constantly wading through contacts who are gone - I don’t want to delete them because the history could be helpful, but seems like there should be a quick, native way to mark them. Maybe once marked those names are grayed out or something.
My one company had a custom field that you could check, but then there was no special handling of those contacts in terms of how they’re displayed - just you could use it to exclude results in reports.
Ah, I think we’re talking past each other.
I don’t mean that the contact should be deleted, I think it should still be in the database. For the reason you said, so you can see the history of activity. But I’m saying there should be a way to mark they’re not at that organization anymore. A one click button that flags them as past employee rather than active - and then those contacts are still in the database but displayed differently to make it easier for the sale team to direct their attention.
Marked as moved and displayed on the „old“ account as inactive/moved as well as active on the „new“ account. I think i know pretty well what case you are talking about.
This is one thing which is a bit complicated. Because what you want to avoid are duplicates as good as you can. The person still exists, but is on another account. So what you want is a contact history.
Account = company/building Contact = person you can talk to Call = the activity you do with a contact
If you already have calls documented on this account it is easy. The calls are stille there, but the contact is gone (moved). Call history is implemented by standard. Contact history is a different thing, though. This probably needs to be customised.
If the data on the contact, email address, phone, cell phone, is all tied to their former company, and they are no longer with that company, the data is useless and they should be deleted.
Unless you want a record of previous communication, and which email or phone number it went to.
Again, not super useful information if they aren’t at that company anymore.
“But I was talking to Dave and…”
“Dave aint here man…”