cross-posted from: https://lemmy.world/post/12565350

RE: sales CRMs like salesforce or zoho

Don’t expect much of an audience for this on Lemmy, but:

Maybe it’s just the places I’ve worked, but seems like I’m constantly wading through contacts who are gone - I don’t want to delete them because the history could be helpful, but seems like there should be a quick, native way to mark them. Maybe once marked those names are grayed out or something.

My one company had a custom field that you could check, but then there was no special handling of those contacts in terms of how they’re displayed - just you could use it to exclude results in reports.

  • SreudianFlip@sh.itjust.works
    2·
    9 months ago

    I built a couple of bespoke CRMs in the early 00’s and built this option in by using a separate table for companies and individuals, then associating them, which made add/remove with a button trivial.

    I look at current SaaS CRM’s and shake my head; we’ve gone backwards.