Feedback, need archive fonction for contacts

Simon Robitaille
Simon Robitaille Member Posts: 4 VERIFIED MEMBER
Second Anniversary 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 Pipedrive Team Posts: 350 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments 25 Likes 5 Answers
    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: 4 VERIFIED MEMBER
    Second Anniversary 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

  • Matěj Kříž
    Matěj Kříž Member Posts: 105 VERIFIED MEMBER
    100 Comments 25 Likes Second Anniversary Photogenic
    #4

    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.

    https://community.pipedrive.com/discussion/comment/37279#Comment_37279


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