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Make Opportunity Type Inactive

Past users sometimes create Opportunity/Note/Task types that are no longer useful to current staff. Please create an option to make those types "Inactive" rather than simply deleting them - we may want to keep the historic data in CSuite, but NOT on the Drop down list. It would help to clean things up and streamline categories.

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Ai-Hsien "Allie" Carreon shared this idea  ·   ·  Report…  ·  Admin →
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  • Susan Price commented  ·   ·  Report

    I was just coming to post the same request. We need to make old Note Types inactive - or be able to merge the two types that are redundant. Being able to make inactive is better though!

  • Sally Weldon commented  ·   ·  Report

    This is a great idea, has been a year since it was posted. Besides, the "Active" shows up in the edit mode of the Type, why not be able to toggle it to INACTIVE?