CRM On Demand - Administration (MOSC)

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Best practices on archiving contacts?

edited Mar 30, 2016 2:40PM in CRM On Demand - Administration (MOSC) 2 commentsAnswered

Hi all -

Just wanted to see if anyone had any ideas on how to archive contacts?... People move around, retire, etc.

I know there is a post in this forum for kind of the same but it was asked back in 2013, so I was wondering if there was anything else we could do besides adding a status field to mark them as "archived".... so we can avoid the effort of modifying all reports with this extra filter....  Any best practices?

Thanks in advance for your help!

Cristina.

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