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Former Member

Can anyone answer following queries!!!

Hi CRM Experts,

I need help on following queries.

1) Does an archived or blocked BP continue to receive mailings?

2) What happens if the archived or blocked BP record has financing associated with it and how can we pull the account information into the active BP record?

3) Are archived or blocked BP records excluded from reporting (e.g. sales activity, campaign penetration, etc.).

4) If a customer service rep needs to access an archived BP record, what is the process to retrieve it?

5) When an archived or blocked BP record appears in the search results along with an "active" BP record, is there a way that the system can be configured to visually differentiate between the two to avoid opening the wrong record inadvertently? This would greatly help with the call flow so we don't have to waste time backing-out of the wrong file in order to get back to the right one.

Thank in advance.

Points will be rewarded

Regards

Sree

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1 Answer

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    Former Member
    Oct 10, 2007 at 09:27 AM

    Hello Sree,

    Here are my thoughts on this.

    1)No he will not recieve emails

    2)All the Bank related data will be deleted if archived, if you want to capture it

    refer to the note 536938.

    3)You can generate report of BP who are blocked or Archived.

    refer notes 995206.

    4)Generate a report that lists all the existing Archived BP's in the system.

    5)If this is a CIC scenario, then there is not a straight fit for this probably you want to find a workaround for this. please refer the note:813540.

    Please reward points.

    cheers,

    Muralidhar Prasad.C

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    • Former Member

      Hi Muralidhar,

      thank for your reply.

      here my scenario is if we find duplicate master records. Your thoughts will workout? i am just elaborating my question.

      Please reply me.

      1)No he will not recieve emails

      2)All the Bank related data will be deleted if archived, if you want to capture it

      refer to the note 536938.

      3)You can generate report of BP who are blocked or Archived.

      refer notes 995206.

      4)Generate a report that lists all the existing Archived BP's in the system.

      5)If this is a CIC scenario, then there is not a straight fit for this probably you want to find a workaround for this. please refer the note:813540.

      Points will be Rewarded.

      Regards

      Sree