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+--- Thread: "inactive" contact (/showthread.php?tid=2075)
"inactive" contact - Svemar - 01-14-2021
As life goes forward, some our Contacts are changing Accounts, or just are retired, so we saw a need to be able to change Contact status, like we have for Products "Active/ Inacive" instead of delete Contact.
By this we would keep the history of records for Inactive contacts, but should be not able to select/relate this Inactive Contact to new records.
What do you think about this?
RE: "inactive" contact - joebordes - 01-14-2021
see if this idea helps: https://blog.corebos.org/blog/archiverecordpattern
RE: "inactive" contact - Svemar - 01-14-2021
Hi, this is partial solution,
The idea behind this is not to hide the records, but to does not allowe the "disabled" contact to be selected/related to any of new records related to the contact.
Svemar
RE: "inactive" contact - joebordes - 01-14-2021
two ideas come to mind:
1.- Use colorizer to mark them red (or some other color) and teach the users to not select the red ones
2.- Add a popup hook to modify the query and filter out those contacts (programming)
RE: "inactive" contact - Svemar - 01-14-2021
Hi,
Thanks for response,
Second option would be a similar solution like "inactive Products" we have now, whitch prevents to use "old, deactivated products", but i suppose it requires codding.
I am the single user who has "died" contacts?
Suppose this should be implemented as build in feature.