Is there anyway to better manage the records?In many cases it is impossible to delete this form system as there are other records (as business opportunities or leads) assigned to these customers. For now we created technical (not existing) sales rep but is there a better way to manage it.
The customer is still editable after an expiry date has been added, any ideas how to prevent anything from being done to a customer record even after the expiry date has been added? Yesterday I created test account in DEV and I expired this account with the same date. Today I have logged into Aurena and I was bale to find/edit/create Business Opportunities regarding this account. I would like to make sure no further record will be added to legacy customer.
Thank you! to clarify - if we will expire the Customer it will mean sales reps will not be able to edit this customer as well?
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