HI
I am looking for a way to hide inactive contacts in the subpanel in Accounts we have a drop down field which shows as Active, left, retired,ect Ideally we would like our sales team to only see the active contacts.
HI
I am looking for a way to hide inactive contacts in the subpanel in Accounts we have a drop down field which shows as Active, left, retired,ect Ideally we would like our sales team to only see the active contacts.
I think the approach may be different depending on whether you are just trying to remove Inactive Contacts from the subpanel view on Accounts only or hide them entirely from view so they can't be added to new Opportunities, Cases, Quotes etc.
Perhaps one approach could be to leverage Enrico Simonetti 's solution for "Conditional record locking through ACL’s customisation"
https://enricosimonetti.com/powerful-customisations-with-sugars-acl
and limit the appropriate ACL actions, while allowing exceptions for particular users.
Note: I have not tries using Enrico's code in more recent versions of Sugar yet, so you'll need some testing to make sure it still works.
FrancescaS
I think the approach may be different depending on whether you are just trying to remove Inactive Contacts from the subpanel view on Accounts only or hide them entirely from view so they can't be added to new Opportunities, Cases, Quotes etc.
Perhaps one approach could be to leverage Enrico Simonetti 's solution for "Conditional record locking through ACL’s customisation"
https://enricosimonetti.com/powerful-customisations-with-sugars-acl
and limit the appropriate ACL actions, while allowing exceptions for particular users.
Note: I have not tries using Enrico's code in more recent versions of Sugar yet, so you'll need some testing to make sure it still works.
FrancescaS