Sean_Richards

If we learn a person is no longer at the company, we must preserve their history at their previous location.If we do not know where they movedMark person record inactive Leave email address in tact along with all other dataIf we know where they have movedMark person record inactive Create a new pers...

Yeah I think that the dream of a single record for each person on the planet is flawed. You need to snapshot records and create new records if they move to a new account.

I think this has really helped. Thanks guys.We're adding an "Inactive" field. As we grow and we inevitably integrate our back office ERP with CRM, I have to consider that you have a record of a person at a customer account, linked to sales orders. Well it then becomes obvious, you can't update their...

Here is another one:A new event generates a new email address for the same person, at the existing company. The old email has bounced as invalid, the new one is good. Do you merge and keep the new email, or mark the old lead as invalid and keep the new dupe, attributed to the new event?

Or are you saying, only if the new information came from a marketing campaign? So dependent on source, take a different action.I am sure a solution like bizible would want to preserve the old inactive record, like you mention.

Hi Jay I agree with your thinking. That said, here is another thought.Imagine an account manager is on the phone to a customer and they find out some person is no longer there. Do they update the record to a holding company "whereabouts unknown" OR to the new account if they know what it is, or do t...

Sanford Whiteman​ I am finding this pretty hard to comprehend.I have three three domains:schoolbox.com.au - (main website with munchkin installed)help.schoolbox.com.au - (subdomain for our online community with munchkin installed)pages.schoolbox.com.au - (marketo landing pages with munchkin installe...

Also Dan shared earlier that you don't need to set the AP Date, this happens automatically when the AP Name is updated via the AP proxy field.