"inactive" contact - Printable Version +- CoreBOSBB (https://discussions.corebos.org) +-- Forum: Support (https://discussions.corebos.org/forum-17.html) +--- Forum: User Support (https://discussions.corebos.org/forum-6.html) +--- Thread: "inactive" contact (/thread-2075.html) |
"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. |