Contacts that quit - best practice

Question

Hey folks.

"Mr. Green" here - new to this Sugar world

Ok, regarding Contacts that leave (quit) after some time. There might be a lot of history (emails, opportunities, notes, etc) connected to that Contact that is valuable to continue to keep connected to the Account record. But at the same time, you want to identify this Contact as no longer an employee of that Account.

So what is the best practice to deal with Contacts that quit?

Thanks,

KGM

Kristjan Geir Mathiesen · Accepted Answer

Personally, that's what I would do, but I'd say that also depends on your business -- is the relationship with the individual more of a priority, or with the company that he or she works for? For instance, that could be different if you're a B2B versus B2C business. Depending on how often your contacts change companies, you could also create a One to Many or Many to Many relationship for Contacts to Contacts and tie the "old" profiles to the "new/current" ones. Sorry for a less than definitive answer for you, but hopefully this gives you some scenarios to choose between!