CRM Phase 1 - Flipbook - Page 39
Detaching Customers
from Company Records
7. Introduction
A customer record may need to be detached from a company record for several reasons:
-
If the person no longer works for that company
-
If the customer or company record requires deleting
-
If the customer record has been attached to the company incorrectly
When a customer record becomes detached from a company record this does not automatically mean that the
record will be deleted from the database, just that the records are now separate entities on the system.
Detaching Customers from Company Records
02.002.04.L1 9304E
Page 39 of 115
