FundSvcs Community

Hi,

I was wondering how you handle Tracing and Lost statuses on your system.

I ask because our current, and admittedly very old, setup in Advance directly links the "address Status" to the "record status", a leftover from the olden snail mail days but we're looking to change this as we move to our new CRM.

But in your shop, is tracing/lost more an attribute/characteristic of the contact point (Address, Phone, Email) rather than of the record as a whole? Does your Tracing/Lost status also remain on each data point rather than on the record, or does it ever flow up to the whole record if all contact points are in tracing/lost?

Basically, do you mark each contact point with a status such as tracing and lost, and do those statuses ever affect the status of the record as a whole? Or are those considered independent of each other?

Any insight as to how you handle this and why would be appreciated.

Thanks!

gg