best practices for when a person&

Rex

In our situation, we migrate the old name (previous employee) to the new name (the new contact) on the same contact card.
Ofcourse in a note file AND in a seperate memo field we describe that ata certain date people have swichted chairs, but we try to work on acontact card.

 

The basic thought behind this is that we're dealing with specific people at specific chairs that fullfill a specific task.
Forexample: if John Doe is our contact for purchase of electronics, and ata certain point he is replaced by Joe Handel, it is still the sameentity / function that we're dealing with. Therefore it makes sensehaving all relevant info on one database record.

 

Byfilling in the name 'John Doe' on the memo field 'former employees',we're always able to track info if only the name is being given.

 

Ifthe complete function/chair is not valid anymore (for example: thepurchase department is completely being taken over by another company),we start with an entire new record, where the first memo of the recordwould be to indicate that there is prevous info to be found on record'John Doe'. An extra field with a switch active/non active helps toindicate whether the person is active or not.

 

Hopes this answers helps you.