This article clarifies what happens when a contact is moved to a different customer account and provides guidance for accessing historical event data.
Overview
When you move a contact to a different customer in Cinode, historical event data (such as meeting notes, follow-up logs, etc.) remains linked to the original customer. While the contact themselves becomes associated with the new customer, their historical events are not transferred. These events remain part of the original customer's record but will still indicate which contact they are connected to for traceability purposes.
This approach ensures data integrity and preserves the historical context of interactions associated with the original customer.
Key Details
What Happens During a Customer Reassignment?
Events or history that were originally logged for the contact remain linked to the original customer record.
The events will reflect which contact or person they are associated with, ensuring traceability.
The contact is added to the new customer account but without their historical event data.
How Can You Access Past Events for the Moved Contact?
To view event data associated with the contact after they are moved to a new customer:
Filtering options are crucial for narrowing down searches and efficiently locating specific historical events.
From the Original Customer’s Record: - Navigate to the original customer's profile where the events remain stored. - Events will indicate the linked contact, even though they no longer belong to that customer.
From the Events Section or Menu: - Use the Events menu in Cinode to locate specific historical data. - Apply filters to narrow your search by selecting the contact's name (person) and the desired event type.
Pro Tips
Always keep in mind that historical events act as records tied to the original customer, not the contact. If continuity of event tracking is required with the new customer, consider creating new event entries or notes within the new association.
Utilizing filters in the Events menu effectively can greatly simplify the process of retrieving key data.- If needed, you can manually create new events under the new customer, summarizing key details from the original events.- By using the filtering options in the Events section/menu, you can always locate a contact’s historical events, ensuring no information is lost during reassignment.