Ask Lemmy

27156 readers

2653 users here now

A Fediverse community for open-ended, thought provoking questions

Please don't post about current US Politics. If you need to do this, try [email protected]

Rules: (interactive)

1) Be nice and; have fun

Doxxing, trolling, sealioning, racism, and toxicity are not welcomed in AskLemmy. Remember what your mother said: if you can't say something nice, don't say anything at all. In addition, the site-wide Lemmy.world terms of service also apply here. Please familiarize yourself with them

2) All posts must end with a '?'

This is sort of like Jeopardy. Please phrase all post titles in the form of a proper question ending with ?

3) No spam

Please do not flood the community with nonsense. Actual suspected spammers will be banned on site. No astroturfing.

4) NSFW is okay, within reason

Just remember to tag posts with either a content warning or a [NSFW] tag. Overtly sexual posts are not allowed, please direct them to either [email protected] or [email protected]. NSFW comments should be restricted to posts tagged [NSFW].

5) This is not a support community.

It is not a place for 'how do I?', type questions. If you have any questions regarding the site itself or would like to report a community, please direct them to Lemmy.world Support or email [email protected]. For other questions check our partnered communities list, or use the search function.

Reminder: The terms of service apply here too.

Partnered Communities:

Logo design credit goes to: tubbadu

founded 2 years ago

MODERATORS

Why don't CRMs have a quick way to mark someone as no longer with the company? (self.asklemmy)

submitted 9 months ago by LesserAbe to c/asklemmy

33 comments fedilink hide all child comments

cross-posted from: https://lemmy.world/post/12565350

RE: sales CRMs like salesforce or zoho

Don't expect much of an audience for this on Lemmy, but:

Maybe it's just the places I've worked, but seems like I'm constantly wading through contacts who are gone - I don't want to delete them because the history could be helpful, but seems like there should be a quick, native way to mark them. Maybe once marked those names are grayed out or something.

My one company had a custom field that you could check, but then there was no special handling of those contacts in terms of how they're displayed - just you could use it to exclude results in reports.

you are viewing a single comment's thread
view the rest of the comments

[–] LesserAbe 2 points 9 months ago (1 children)

I'd argue it is open ended - not yes/no, no specific correct answer. Just you're not interested in the subject, which is fine.

[–] DABDA 0 points 9 months ago (1 children)

I don’t mean that the contact should be deleted, I think it should still be in the database. For the reason you said, so you can see the history of activity. But I’m saying there should be a way to mark they’re not at that organization anymore. A one click button that flags them as past employee rather than active - and then those contacts are still in the database but displayed differently to make it easier for the sale team to direct their attention.

The database does not include that boolean field that can be queried and acted upon. The front end viewer class doesn't have methods to change the presentation of results. It would require someone to implement those features and that would either cost money or development time.

What's a philosophical equivalent of the above response to your open ended, no specific answer, question?

[–] LesserAbe 1 points 9 months ago

https://lemmy.world/comment/8013276