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Opportunity Assignment List - Remove Inactive Users

Remove all inactive users from the list of possible individuals to assign new opportunities to

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Anonymous shared this idea  ·   ·  Report…  ·  Admin →
Implemented  ·  AdminSkye Weber (Admin, Foundant Technologies) responded  · 

11-21-2021 Added the ability to make an Opportunity Type and Opportunity Task/Note Type inactive. Inactive types will not show in the list for selection when adding or editing an opportunity or opportunity task/note. Inactive users will no longer show in the Assigned To list in an when adding or editing an Opportunity Task.

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  • Sam Mueller commented  ·   ·  Report

    Any updates on the likelihood of getting this implemented? @tylerreichhoff

  • Sam Mueller commented  ·   ·  Report

    Hoping by adding a comment here, Foundant staff will see this! Its still a problem and a PITA!