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How do you guys handle contacts who have left a company but you do not want to delete them because of the history?

Jesica Trejo

I am trying to figure out what process to have in place for contacts that have left an organization but we would like to keep them, delete their email address but have them in the system to be able to see the history of communications and projects worked on with each. 

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    I never advocate that my customers delete data from Sugar, as it would break the audit trail. Instead, I recommend exactly what Patrick McQueen suggested above. We create a simple dropdown called "Status" or something on Contacts, with two values:

    • Active
    • Inactive

    The default value of this field is set to Active, meaning all newly-created Contacts are Active. We then create a standard filter on Contact list views to exclude all Inactive Contacts. In addition, all reports are based only on Active Contacts.

    Finally, we ensure that the Contacts subpanel within Accounts displays this status, as it makes it easier for the end-user to be sure they're looking at the right people.

    Hope this helps!

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    I never advocate that my customers delete data from Sugar, as it would break the audit trail. Instead, I recommend exactly what Patrick McQueen suggested above. We create a simple dropdown called "Status" or something on Contacts, with two values:

    • Active
    • Inactive

    The default value of this field is set to Active, meaning all newly-created Contacts are Active. We then create a standard filter on Contact list views to exclude all Inactive Contacts. In addition, all reports are based only on Active Contacts.

    Finally, we ensure that the Contacts subpanel within Accounts displays this status, as it makes it easier for the end-user to be sure they're looking at the right people.

    Hope this helps!

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