University Admins - How to Classify a "Former" Contact

If a contact is no longer working for an Employer they were previously associated with, simply edit their profile to update their Employer to remove their active association. (To learn how to edit a contact’s information, click here.) Their new Employer will be reflected on the contact’s profile page, and their previous Employer will be listed under “Employer History.” The contact will also appear under "Former Contacts" on the Employer Company Profile page for their previous Employer. 

  • Example: Richard Allan was the Senior Manager at Amazing Corporation

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  • Richard Allan moved on from Amazing Corporation to work as the Senior Manager for ABC Company. Accordingly, an admin user edits and updates the contact’s Employer information. Richard Allan's profile now lists him as the Senior Manager for ABC Company, but his former company, Amazing Corporation, exists under Employer History on his profile page:

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If a contact has retired or left their employer and you do not have another employer to associate them with, you can follow the instructions to archive an employer contact here.

 

 

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