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.
Ai-Hsien "Allie" Carreon
shared this idea
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Susan Price
commented
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!
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Sally Weldon
commented
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?