Contact Changes Companies (Business Process / Rule)

4xjbh

If you have a contact that has been linked to multiple BO's (notes, letters etc) for Company 'ABC' and they change companies to 'XYZ' would you create a new record for the contact linked to the new company and disable the original contact record to maintain its context to the data for the original company?

tford

Hi James,

Both of the approaches that you mention here can be easily accomplished in AwareIM. It's really a matter of what you want to accomplish in your BSV from a business point of view that should determine your approach.

4xjbh

Tom, what do you do?

tford

I would probably create a new one assuming it's a new legal entity with a new name.

4xjbh

Thank s Tom. Your comment made me think about this.

I decided to not to create a copy as we all know identity is everything. I have created a employment history BO for the contact which is kept up to date and when ever any other record like a note or letter is created the contact and company is related to it. This way if the contacts company changes when they move to a new employer the note info etc will not.

Cheers.