Hi!! I'd like to know if it's possible to indicate an account as "inactive" and then block all the accounts marked same of appearing in the search results.
Thanks a lot!
Reagards,
Sara
Hi!! I'd like to know if it's possible to indicate an account as "inactive" and then block all the accounts marked same of appearing in the search results.
Thanks a lot!
Reagards,
Sara
Hi André Lopes,
Yes, the idea is that regular users can't see the inactive accounts when searching.
Regards,
Sara
Hi Sara,
The simple way round this is to use teams.
If you create an "inactive" team with no users associated to it.
When you have an inactive account, you can then replace the current team to the new "inactive" team and the accounts will not show in list views etc.
You can then use mass update, workflows or do manual updates to move account records to this team.
Admin users will still be able to view all accounts due to their access levels.
Thanks,
Joe
Hi Joseph Bushnell,
Thanks a lot for your answer! That sounds pretty straight forward and makes sense.
Just a doubt.. When you say "When you have an inactive account, you can then replace the current team to the new "inactive" team" what do you refer too? I can't understand the process of mixing teams and accounts.
Apart from that, how you move an account record to a team?
Thanks!
Regards,
Sara
It depends on your SugarCRM version/edition. If you have ENT 7.9 or newer then you can do that through Process Author definition.
On PRO you can setup a regular Workflow definition.
Regards
Hi Sara,
If you create a new field which indicates that the account as "inactive", you can create a workflow that triggers ito replace the current team to the new "inactive" team created.
I hope this helps.
Thanks,
Joe
Hi Sara Moncasi,
Please see the related posts with steps to achieve your goal:
Hi Sara Moncasi
Do you want to avoid regular users accessing (view/list/search/edit) Inactive Accounts?
Regards