P3 Transition: Database Tasks with Contacts & Shows - Melinda's Question

[melindag]

Those of you using P3 - I made the transition about 2 weeks ago - loving everything so far (what did I wait for?!?!) any way - I am taking some time to clean up my database.

Question: I'm a little confused by associating tasks with just the contact versus the contact and the show. Is there a benefit to doing it one way or the other?

Thanks
Melinda

 

[chefann]

If you associate it with both (show and contact), then if you delete the show, it'll delete the associated tasks. Not an issue if the task is customer care calls on a show from last month (that you aren't going to delete). But could be a problem if the show ends up being cancelled and you delete it, but want to keep a couple of the tasks (like follow up on potential bookings).

 

[melindag]

ok, thanks Ann!