When a person leaves a company

  • 15 December 2021
  • 1 reply

When a person leaves a company, what is the best way to manage that record? If the person is deleted, all information surrounding notes and emails would also be deleted. Is there something you can do to make users see with minimal effort that a person is not with the company anymore from the list of people associated with a company?

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1 reply

Userlevel 3

Great question @hwilson14. There is no native feature available in Copper to manage this scenario but we do have a few workarounds: 

  • Change the Title of the record to No Longer at Company
  • Create a custom checkbox noting No Longer at Company
  • Update the list for Contact type list to include “no longer with company” so you can filter these individuals out in future

I hope this helps!