Edit Phone and Email Types

Josh Monifi
Josh Monifi Member Posts: 162 VERIFIED MEMBER
250 Up Votes Fourth Anniversary 100 Comments 25 Likes

It would be great if we could add to and then select different options beyond Home, Work, and Other for the type of Phone Number and Email.

Why? Because when a person leaves a company, we want to mark their email as not used any more. We don't want to remove the email address, as this would remove all Email Sync emails that are shown. And we would like to keep those!

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Comments

  • Yas
    Yas Member Posts: 2 VERIFIED MEMBER
    Name Dropper First Comment

    Hi , this is a major issue for us given the industry we work in. We need to be able to retain emails that have sync'd to pipedrive regardless of the email being changed. e.g. we may have a customer who now wants all their communications sent to a new email address, if we delete their old email it removes all the synced emails too? How can we avoid this so that we have a trail of all communications

  • Josh Monifi
    Josh Monifi Member Posts: 162 VERIFIED MEMBER
    250 Up Votes Fourth Anniversary 100 Comments 25 Likes

    Great insight, @Yas ! Thanks for sharing. Would be useful to have a "former email" option or a way to edit the email type options!

  • Yas
    Yas Member Posts: 2 VERIFIED MEMBER
    Name Dropper First Comment

    @Developer how can we get this looked at sooner, this is becoming a real issue for us. one example is a client has now requested a change from an old email to a new email. If i delete his old email from Pipedrive we loose +200 correspondence with this client that we should actually be retaining.