How to retain contacts history when they move to another organisation
We had a problem when a contact shifted from one organisation to another whom we also deal with, and we needed to retain the email history and notes associated with that person. If you delete the contact person when the leave you lose the history and if you change their email (if they shift to another organisation) you also lose the email history, so we use the custom fields to identify them as current or not current contact.
it's still not ideal as they still show in the organisation view as a contact - so if anyone has any ideas how to manage this situation I'd be glad to hear.
Comments
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Hi @Gareth Deck
I think for now this is the best solution. To make sure you have two contacts, the new and old one and either identify it with a custom fields or change the name of one to (archived) John Doe for example.
Not ideal, I agree... I'm going to make sure our team sees your comments so we can hopefully improve this in the future.
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Hi,
This is coming up as an issue in my organisation too. We work in the disability sector and it can be quite transient. We don't want duplicate contacts but we do want to keep the email history.
What is the best solution? I would appreciate to hear how best to handle.
Many thanks,
Carol
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Carol Stubbs said:
Hi,
This is coming up as an issue in my organisation too. We work in the disability sector and it can be quite transient. We don't want duplicate contacts but we do want to keep the email history.
What is the best solution? I would appreciate to hear how best to handle.
Many thanks,
Carol
Hey @Carol Stubbs and I believe @Gareth Deck can also be interested in this
I believe there is a quite simple way to keep all information! I recorded a quick video showing how it works.Long story short - you can keep the previous email as a "secondary" email and add the new one as the main one and this will keep new (and previous) emails linked!
Hope this can help you.
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I think that we should be able to flag a contact as a leaver so we can keep the contact history
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I could be done (and it is already done in an other CRMs)..But not in Pipedrive yet. There is an need of support of one person in multiple organizations - which is not supported by Pipedrive. 😌 Then with adding of one more simple field for a note, you could add some additional information about this person-organization relationship, as for example "former employee" of Company A, CTO of Company_B etc.
See my post here:
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@Vera Rosado is this still the recommended method for taking care of contacts that have moved orgs? The video link is broken.
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