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make a copy
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One item I would like to be changed is when you make a copy of a contract or contact and you change a contact name because now maybe you have two contacts at a big company all the other contracts change with the new name. Why are't they independent of one another. If you make a copy and then make a change on that copy it should be change on the new copy. It may be something to put a patch on or change in your system.
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The same question
Some fields are part of the Customer Profile and change unless you make a new profile for the customer. ie: the customer name, address, phones, and emails all get saved to the Customer Profile, not specifically to the lead. The lead just references the customer by it's ID number. If a contract is auto-generated, it will pull whatever information is most current. If it's a saved snapshot of a contract or a signed contract, that document is sealed as is and doesn't change anymore (except the balance due, amount paid, ect)
Some fields are part of the Customer Profile and change unless you make a new profile for the customer. ie: the customer name, address, phones, and emails all get saved to the Customer Profile, not specifically to the lead. The lead just references the customer by it's ID number. If a contract is auto-generated, it will pull whatever information is most current. If it's a saved snapshot of a contract or a signed contract, that document is sealed as is and doesn't change anymore (except the balance due, amount paid, ect)
Right I understand that. But technology is suppose it make things easier. So when I make a copy of a contract, I was hoping that contract is it's own now and independent of the copy it came from. In my case I have a college that has a lot of departments. I have to create a new lead for every department even though all the info is the same except the contact. I was just trying to save a step but I guess I have to create a new lead for every contact at the same location. Each person is in the same Student activities office but each one handles different groups. Just thought it would be a suggestion.
Right I understand that. But technology is suppose it make things easier. So when I make a copy of a contract, I was hoping that contract is it's own now and independent of the copy it came from. In my case I have a college that has a lot of departments. I have to create a new lead for every department even though all the info is the same except the contact. I was just trying to save a step but I guess I have to create a new lead for every contact at the same location. Each person is in the same Student activities office but each one handles different groups. Just thought it would be a suggestion.
You can still make the lead from a copy of another. Just check the box in the contact area that says "New Profile" if you the changes you're making shouldn't edit the customer record but rather make a new one.
You can still make the lead from a copy of another. Just check the box in the contact area that says "New Profile" if you the changes you're making shouldn't edit the customer record but rather make a new one.
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