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When deleting a customer is there a way to delete all related activities such as notes, activities and opportunities without orphaning them?

Mathew Caron

When a customer closes an account with us after a period of time their account purges from our banking core.  On a nightly update if it is no longer found in core, the update process will delete the customer from the CRM customers module.  That leaves all the notes, activities, opportunities etc. orphaned with no related customer.  Does anyone have a best practice, or method for how they deal with this?  Thanks in advance.  

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    Hi Mathew,

    Since you already have a logic in place to delete accounts via the nightly update, I recommend adding a section in the same file to fetch and delete all related notes, tasks, and activities associated with a customer. However, I would advise against deleting the account itself from the CRM. When you delete an account, you lose valuable historical data, including insights on revenue, sales activity, the number of calls made, emails exchanged, and the salesperson involved in closing the deal. This data can be crucial for future analysis and reporting.

    A better approach would be to keep the account in the CRM and simply change its status to "Inactive." This way, you preserve all historical information for future reference, while still ensuring the account is not actively managed.

    I hope this information helps !!

    Thanks and Regards,

    Ramya Katram

    www.bhea.com

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    Hi Mathew,

    Since you already have a logic in place to delete accounts via the nightly update, I recommend adding a section in the same file to fetch and delete all related notes, tasks, and activities associated with a customer. However, I would advise against deleting the account itself from the CRM. When you delete an account, you lose valuable historical data, including insights on revenue, sales activity, the number of calls made, emails exchanged, and the salesperson involved in closing the deal. This data can be crucial for future analysis and reporting.

    A better approach would be to keep the account in the CRM and simply change its status to "Inactive." This way, you preserve all historical information for future reference, while still ensuring the account is not actively managed.

    I hope this information helps !!

    Thanks and Regards,

    Ramya Katram

    www.bhea.com

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