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Best pratice advice for moving contacts

Oct 17, 2017 at 10:53 AM


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I have several Contacts moving between Accounts. If I move the contact, it takes history built up while at Company 1 with them to Company 2. If I make Contact obsolete at Company 1 and recreate them at Company 2, I have to build business process for users to check for any obsolete Contacts at Company 1 to find all the history against the contact. What are others doing, is there a recommended best practice?

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1 Answer

Best Answer
Ankush Pashine
Mar 26 at 03:24 PM

Hello Richard,

If you want to move/assign Contact "X" to any Account e.g. "A1" and not be use in other account e.g. "A2" .You can just add "X" in the Contact facet of "A1" and remove it from Contact facet of "A2". Also can mark contact as "Main" contact for an account(as per your requirement).

Best Regards,
Ankush Pashine.

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