How maintain user data/email etc for external contractor set up as user to be deactivated

How maintain user data/email etc for external contractor set up as user to be deactivated

For a couple of years we have had an external contractor setup with a user account and interacting with us through several Zoho applications such as Desk, Projects, CRM etc. We are using Zoho ONE and have these applications configured.

We now longer have any association with that individual but do not wish to lose all the emails logged against CRM deals, accounts, Desk tickets, Project tasks/Bugs etc.

My understanding is that we can deactivate that user and all this detail will remain in place AND we can use that User licence assigning it to a new Contractor..

As we have no communication with the former contractor, getting POP3 access to their email so we can take backups is not reasonable.

Is the process of simply deactivating the old user and adding a new one sufficient and is there anything that we should be aware of by way of any data or other information we may lose?

It would be so much better if the whole process of deactivating users and the results of such action was detailed in the user guides because this is a critical aspect of running any business and Zoho really only gives minimal detail on how this should be managed and what a user needs to be aware of.
    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      • Sticky Posts

      • How to Add Users to your Organization in ZohoMail?

        A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk)  In this topic, We will be discussing on how to Add and Invite users only.  The Import options are self explanatory. ____________________________________________________________________________________________________________

      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner

                        • Word of the Day

                          Word of the Day


                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner

                        • Word of the Day

                          Word of the Day



                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ




                              ご検討中の方