Feedback, need archive fonction for contacts

Simon Robitaille
Simon Robitaille Member Posts: 3
First Comment
edited July 2022 in Ideas and Product Feedback #1

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

 

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  • Kreete K
    Kreete K Moderator Posts: 360
    Third Anniversary 100 Comments 25 Likes 5 Answers
    CUSTOMER SUPPORT
    edited April 2022 #2

    Hi Simon!

    This is a nice idea. Maybe for now, you can use Labels to mark "Deactivated" contact. But yes, for now we do not have an in-built system to archive them. 

  • Simon Robitaille
    Simon Robitaille Member Posts: 3
    First Comment
    edited April 2022 #3

    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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