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How do you make a company inactive in the database, so that you can filter it from reports?

New Member
Posts: 3
Country: United States

How do you make a company inactive in the database, so that you can filter it from reports?

I know you can delete them, but I can't see where you can do this in ACT and I know you can do this with other Sage products.

 

thanks for any help!

Tuned Listener
Posts: 31
Country: United States

Re: How do you make a company inactive in the database, so that you can filter it from reports?

Do you use Opportunities? According to my user's guide, the only thing I could find was that you can mark an opportunity inactive.
New Member
Posts: 3
Country: United States

Re: How do you make a company inactive in the database, so that you can filter it from reports?

Thanks for the repsonse. We don't really use the opportunitites side and it is more from a "company" perspective that I was looking at.

 

I just don't want to have to "lose" the company data by deleting it!.

 

thanks

Copper Contributor
Posts: 37
Country: Germany

Re: How do you make a company inactive in the database, so that you can filter it from reports?

my "quick & dirty" solution:

 

generate a yes/no field on the basic layout

i.e. called "Inactive Contact" or even shorter "Inactive".

 

On subsequent lookups just add a criteria "Inactive = False" to filter the marked ones out.

 

hope that helps,

Martin Glueckmann
ACT since 1995 for 40+ user teams in
Germany, Austria, Switzerland, Benelux