Marking of Contacts and Sales Employees as inactive

[Former Member]

As a partner, we are often asked what the best method is for customers to use when contacts for a Business Partner, and have documents / activities against them, die or move on to another role either within the same organisation or with a different one.

The same applies to Sales Employees and staff who have left.

They need to mark the contacts in some way so they are not used in any mailing lists, but cannot remove them, and the employee choose from lists just keep getting bigger.

I am interested to hear what other organisations are recommending, or are using in these instances and what the downsides/upsides are of the methods being used?

[former_member583013 · Accepted solution]

If you are specifically talking about Contacts, one option is to delete Contacts which are not valid.

If they still want to have them as reference in the BP, you could create a UDF on the BP Contacts which can be used as a Active (Y/N) field.

[Former Member · Accepted solution]

Hi Suda,

The contact cannot be deleted if it has been used in documents or activities, and, using a UDF does not stop the contact appearing in reports and potentially being included in mailing lists.

I was just wondering what business processes other partners are recommending in this area.