I am tracking emails sent through my organization, all members have their outlook accounts linked to M.com and all emails are logged to the "“Contact” with the recipient email address.
Those contacts are added to an “Account” where we gather data around that company; contacts within, communications, sales call, leads, projects, etc…
The issue is that if a contact moves to another company and I assign that contact to its new “Account” the previous communication from that contact is removed from the previous account. All those emails regarding projects, promissing leads, etc… dissapear from that account.
How can I ensure those emails remained on the account without having to duplicate the contact?
Hi @dmccarthy22710 Yes, I thought about that, but that will create duplications which will lead to errors. We will then have “Tom Jhons” contact duplicated, one with previous communication, the other one with current. The number of contacts know on each company will be wrong, as we will have previous and current employees, etc, etc… We could have a coding system (ZZZ for old employees) but again that will create out oif date duplications.
Somebody must have faced this problem before. People change companies, how do you reflect that on the platform without loosing data?
Maybe you can duplicate email logs as historical data and “archive” them? Like on the previous account to retain past communications without needing to duplicate the contact? Then maybe moving forward log emails directly to the “Account” rather than just the “Contact,” if possible, so emails stay with the original account even after the contact moves.