Feedback, need archive fonction for contacts
Hello,
I am currently cleaning up our pd CRM.
Here is my case example, I look into a company into our pd. We did project with someone but the person is no longer working into the company.
I don't want that person to stay active but I don't want to lose tack of the past exchanges on projects.
There should be a way to make that person non active and keep track of the exchanges... If you delete the contact, you loose all related communications.
Thanks
Simon
Comments
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Hi Kreete,
Yes, I will! Hopefully, sometimes soon, there will be an integrated on clic solution to avoid me to relabel the name of the customer and have to remove them from the email newsletter.
Thank you for your openness!
Simon
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Hey, everybody. You've hit a sore spot on Pipedrive. Such a simple thing, and so useful. It solves so many things:
- people changing jobs
- working at multiple companies
- working in a structure (e.g. university > faculty > institute)
- etc etc.
This could all be solved by "One person in multiple organisations" support. Pipedrive knows full well that people have been asking and requesting this feature for years. But apparently it's too much work for them, so they've ignored these requests for years.
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