Dealing With Contacts Who Have Left The Company

Dealing With Contacts Who Have Left The Company

Hi All,

When a contact leaves the company you are dealing with, you need to keep them in your database as there will be historical data. But you don't want them to keep getting in the way when trying to search for someone with the same name.

At the moment the suggestion is to add a custom field. This works, but it doesn't help if you are just searching for an individual and keep getting the 'ex' company employee showing up.

Until Zoho come up with a neater method. I have reverted to a method I used a long time ago in another CRM.

Once a contact has left, just add a 'Z' to the start of their surname. They are then easy to identify when searching for names.

Hope this helps someone else.

Regards


Chris