Maintaining history of communication activities on companies/accounts
In Microsoft Dynamics CRM, history of communication activities such as e-mails, telephone calls, meetings, letters, faxes with contacts can be maintained. This history can also be viewed via the employing company (account), if:
a) the contact is linked with the company (employer/account) and/or
b) the communication activity was additionally linked to a sales opportunity, offer, order, invoice, request, etc. which is attached to the employer.
If the contact changes his employer (the contact is attached to a new company/account), the history on his present employer is lost, if the communication activities have not additionally been linked with entities that are in relation to the company/account.
Maintaining history of employer changes on the contact
Normally Microsoft Dynamics CRM does not maintain history of job change, the relation of the contact to the former employer (company/account) is lost.
The AddOn Employer History offers the following benefits:
Both sub-functionalities ot the AddOn can be activated or deactivated. The AddOn adds an account/company link to the communication activities - in addition to the contact link.
While changing the employer link on the contact, a history of the relation with the former company/account is maintained.
In this process, a new employment period is opened with the new employer with the start date and the present period with the old employer is closed with end date = today.
The function / role of the contact is recorded automatically into the concluded period.
No documents available
Always the adapted AddOn version!
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|Date of publication||24.01.2017|
|Language *||DE / EN|
* Additional languages can be provided on request