Introduction #
It may happen that a contact changes employer and therefore needs to be re-associated with another company (account). However, once the contact is created in CentrixOne, it is no longer possible to associate or re-associate it with another account.
Please note that if you change the name of the company in the contact record, you will also change this information for all the contacts associated with this account.
Also, if you copy the contact and then change the company name in the copied contact, you will also apply these changes to all copies of that contact.
In this case, how do you do it?
Solution #
Instead of deleting the contact, we recommend keeping it for historical purposes and creating a new contact in the appropriate company (account) record.
To indicate that a contact no longer works for a company, you can simply write “NO LONGER WORKS HERE” in the contact’s title. By retaining the contact, you also retain the history of communications, tasks and opportunities associated with that contact. This information is very useful when you talk to their replacement.
In fact, once you know who the replacement is, you can add this information to the title of the person who left. For example, you could state: “LEFT – REPLACED BY JOHN.” This way, you are able to document the change in personnel within the company.
Please refer to this guide to learn how to create a contact in an existing account.
