Busted accounts / left people

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  • trms
    Junior Member
    • Jan 2018
    • 13

    Busted accounts / left people

    Hello,

    how manage EspoCRM companies which no longer existing?
    Also one additional similar question: what can I do when a contact left his company (Account)?

    I want to avoid later wrong values during reporting/analysing of the accounts.
    Also I doesn't want to send a email campaign to not existing contacts/accounts.
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    Hello
    You can set the relation as Active or Inactive

    Also I doesn't want to send a email campaign to not existing contacts/accounts.
    Send email to Target List are scheduled to sync with report. In report add a filter Account Inactive

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    • trms
      Junior Member
      • Jan 2018
      • 13

      #3
      Hello Tanya,

      I coundn't found this function in contacts or accounts, were is it?

      Comment

      • tanya
        Senior Member
        • Jun 2014
        • 4308

        #4
        Contact detail view, Accounts field.

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