If a client switches email addresses, the old email address can’t be removed from the record or the email history will be unlinked. Currently, we change to “Other” and move it to the bottom of the contact’s list of emails, but it’s still possible to accidentally click on it and send an email to the defunct address. Is there a better way?
If you remove an email address from a contact, the logged emails will stay in the contact history! Those email logs won’t be removed if the address is deleted, so if you want you’re safe to delete old addresses from the contacts.
If you want to save the email address just in case you can do that too! Like you said, I’d recommend moving it to the bottom of the list and changing it to “Other.” You can also add text to the end of the email if you’d like; it would still be clickable, but the email address would be invalid then (for example, change “test@test.com” to “test@test.com OLD”). You’ll get a red warning if you do that, since it makes the email invalid, but you can still save it with the warning.
Great idea that. Or you could replace @ with : or ! to make it invalid but recogniseable
Thank you! It wasn’t obvious to me that LACRM would allow me to save a “bad” email so I never tried.
TIL
Just to follow up on this.
The past couple of weeks I have been removing the @ and replacing it with OLD and its working really well for me with obsolete email addresses.
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I’ve starting adding “-OLD” at the end (bullwinkle@moose.com-OLD) - like yours, email mistakenly sent to that address won’t go anywhere, but if for some reason I need to search for the old address, LACRM search will still locate it.