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Contact Leaves an Organization

Accepted answer
edited Mar 31, 2017 2:20PM in General Functional Discussions 4 comments


Hi All,

This is a general process question.  What is the recommended process/procedure that you go through in OSC when one of your contacts leaves the customer and takes a job somewhere else? 

I don't believe we should be deleting that contact because I suspect that would completely delete the history of that contact as it relates to all other modules (incidents, tasks, opportunities, etc.)  

Is there a way to disable that customer/contact account so that it cannot be used when creating future incidents but still see that the contact was used in past incidents?

Thanks in advance,

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