Contacts - Retain historic name in system prior to effective date
Allow customer's company and/or contact name changed as of an effective date. Retain original customer's company and/or contact name prior to effective date and future business is recorded post effective date with new customer's company and/or contact name.
3
votes
Bruce Milton
shared this idea
Hi Bruce, Thanks for sharing your idea, and letting us know the changes that matter most for you. We appreciate hearing how adding an effective date would be beneficial when you don't want the changes to affect the existing transactions. We'll move this idea to gain more support from the community. Cheers
