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contact update - STOP changing history
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On an EVENT lead, not a residential, where you may have multiple contacts over the course of multiple years. Why, if I update the current contact, does EVERY lead/rental for the past 3 years update to the new contact? I don't want to create a new customer for this school if my contact changes. I have different events going on with different contacts.
Can you figure out a way to NOT change every single lead that has been COMPLETED?
The same question
On the right side of the lead-above the profile there is a checkbox to create a "New Profile" That way, even if it's the same company, address, etc. it will create a profile with the new name.
On the right side of the lead-above the profile there is a checkbox to create a "New Profile" That way, even if it's the same company, address, etc. it will create a profile with the new name.
It would be more helpful to have the default set as new profile with a checkbox to override previous records. Saving without checking the box causes alot more headaches in its current setup.
It would be more helpful to have the default set as new profile with a checkbox to override previous records. Saving without checking the box causes alot more headaches in its current setup.
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