We are wanting to use auto billing based on contact count and keep the list of contacts under a customer current; however, it appears that when a contact is deleted, all associated data with that contact is “unlinked” as well. For example, if we delete a contact, their tickets will then show as “none” for the contact. This makes it difficult to know who this ticket was originally for. Is there any solution for this or am I missing something? Perhaps a way to “archive” a contact?
You can’t archive a contact, but for billing you can bill for contacts that contain certain custom field values. So you could make a custom field for Status (or something similar) and set it to active or inactive, and then just bill for the active ones.
Awesome Andy, thank you!
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No problem. Let me know if you have any issues getting that going.