How do we preserve client email exchanges when a client changes their email address?
We are losing our external email communications when a contact changes their email address.
So our Account Manager emails the assistant to Client #1 - we'll call her Lauren. Lauren's email is associated with HER record and all those emails between our Account Manager and Lauren are filed under her Contact record.
But then Lauren leaves Client #1 and is replaced by Joe. Now all the emails are between our Account Manager and Joe. And joe's email is associated with his Contact record. But because there is a history of account information passed between our Account Manager and Lauren, and then further carried on between our Account Manager and Joe, I want to be able to preserve both Lauren and Joe's email history as it is vital to our being able to service Client #1.
What is happening is if we delete Lauren's contact record from Client#1's account, then we lose all the history of interactions with her. If we keep Lauren's contact record, then we have a bunch of old individual records cluttering up the Account page for Client#1.
Some of our clients are really big and have a LOT of turnovers. So we are trying to figure out a way to preserve our history with them, without needing to save all these individual contact records.
So that leads me back to my original question of is there a way to archive a contact record within an account page so we don't lose the history, but we don't have to see that record every day?
And if so, how do we do that?
But then Lauren leaves Client #1 and is replaced by Joe. Now all the emails are between our Account Manager and Joe. And joe's email is associated with his Contact record. But because there is a history of account information passed between our Account Manager and Lauren, and then further carried on between our Account Manager and Joe, I want to be able to preserve both Lauren and Joe's email history as it is vital to our being able to service Client #1.
What is happening is if we delete Lauren's contact record from Client#1's account, then we lose all the history of interactions with her. If we keep Lauren's contact record, then we have a bunch of old individual records cluttering up the Account page for Client#1.
Some of our clients are really big and have a LOT of turnovers. So we are trying to figure out a way to preserve our history with them, without needing to save all these individual contact records.
So that leads me back to my original question of is there a way to archive a contact record within an account page so we don't lose the history, but we don't have to see that record every day?
And if so, how do we do that?
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Ashwinth Shekar
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