Example: Our organisation has several accounts who's main contacts are chair persons.
These chair persons sign contracts with us on behalf of their company, but the chair person is changed every 6 months. We don't know what to do with these out of date contacts - we cant remove them as no one would be in the database as having signed the customer's end of the contract, so what should we do?
1 réponse
What are you trying to do with them- or need to do?
Also what does your legal department need to have happen?
You could add a field on the contact to show if they are a current employee or not if you're trying to determine who is/is not with a company any more. Since Contacts to Accounts are a one to one, you can leave the record associated with the account. Using the active field or not along with role/title can help guide with any outgoing emails and such.
I recommend double checking with legal though as to how they want contracts handled. Different companies I've worked for have done things different ways.
