If a staff person moves from one company in your database to another, what happens to the communications that were stamped for that person? We will walk you through an example of how this will behave.
Example:
- Adam from Company A I put a communication in his record,
- I confirmed that I could see it at the organization level
- I then made Adam former staff
- I confirmed you can still see the communication at the organization level for Company A
- I made Adam join a new organization, Company B, then added a new communication. I confirmed the first communication still shows as Company A and the second has Company B
- And Company A still correctly shows the first communication stamp
In summary, the communications will stay in the correct organization. So, we recommend your staff add the communication to the individual they are actually talking to at the organization. That is much better than adding the communication at the organization level because that history will then stay in both places.