Best Practice with Replacement Contacts

[Dave@MGI]

Hello,

Our company has recently migrated to Business Contact Manager and we are
enjoying it over our old Act! database. Our sales team has been renaming
existing contacts for at least 10 years without problem when they used Act!.
When a contact leaves a company and is replaced by someone new, it was their
practice to simply overwrite the name of the existing contact. They have not
done this in Outlook or in BCM. Is there any possible side-effect to this
method (data or otherwise)? Is it better to mark in-active and create new
instead?

Thanks,
Dave

 

[Mukesh Agarwal [MSFT]]

There is no side effect. You can edit the names, address etc without
breaking any linking with Account.

 

[KA]

But then you would lose the email sent to the original contact...right?
--
KA

There is no side effect. You can edit the names, address etc without
breaking any linking with Account.

--
Mukesh Agarwal [MSFT]
Visit team blog at http://blogs.msdn.com/bcm

This posting is provided "AS IS" with no warranties, and confers no rights

Hello,

Our company has recently migrated to Business Contact Manager and we are
enjoying it over our old Act! database. Our sales team has been renaming
existing contacts for at least 10 years without problem when they used
Act!.
When a contact leaves a company and is replaced by someone new, it was
their
practice to simply overwrite the name of the existing contact. They have
not
done this in Outlook or in BCM. Is there any possible side-effect to this
method (data or otherwise)? Is it better to mark in-active and create new
instead?

Thanks,
Dave

 

[Burcu Kinay [MSFT]]

You will not lose previously linked email.

--
This posting is provided "AS IS" with no warranties, and confers no rights.

But then you would lose the email sent to the original contact...right?
--
KA

There is no side effect. You can edit the names, address etc without
breaking any linking with Account.

--
Mukesh Agarwal [MSFT]
Visit team blog at http://blogs.msdn.com/bcm

This posting is provided "AS IS" with no warranties, and confers no
rights

Hello,

Our company has recently migrated to Business Contact Manager and we
are
enjoying it over our old Act! database. Our sales team has been
renaming
existing contacts for at least 10 years without problem when they used
Act!.
When a contact leaves a company and is replaced by someone new, it was
their
practice to simply overwrite the name of the existing contact. They
have
not
done this in Outlook or in BCM. Is there any possible side-effect to
this
method (data or otherwise)? Is it better to mark in-active and create
new
instead?

Thanks,
Dave