Tech Support > Microsoft Windows > Windows CRM > Option to Hide Inactive Contacts
Option to Hide Inactive Contacts
Posted by TimDarius on November 2nd, 2006


Hello Microsoft,

I am requesting an option to be integrated into a future release of CRM.
Currently (CRM 3.0) inactive Contacts are displayed when an Account record
is opened, and Contacts is selected.

Please implement one of the following:
1. a CRM-wide option or a user preference that would allow inactive Contacts
to be hidden from the view described above.
2. display inactive contacts with a different icon or a different row
background color so that there is a visual clue regarding the state of that
contact.

I have added the statuscode field to the Contact's Associated View - but
would prefer to see the options described above to be available in CRM - so
as to keep the real estate within the associated view available for more
pertinent date fields.

Thank you,
Tim Darius

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Posted by Sergei Bespalov on November 3rd, 2006


Hi Tim,
Are you sure you are talking about 3.0 and not 1.2? Do you have any patches
applied to the environment? What langage edition do you have?
In the ENU environments I have seen the inactive contacts are not displayed
at all (in the associated view on the account) which is of course a problem
as well.
Thanks,
Sergei

"TimDarius" wrote:

Posted by TimDarius on November 13th, 2006


Hi Sergei,

Yes - I am talking about CRM 3.0 ~ and making a suggestion for a future
release only because I can't seem to figure out how to make it happen in the
3.0 release.

Yes - a few patches have been applied to the environment:
- 911520
- 912061
- 912210
- 913330
- 913418
- 913549
- 914160
- 915046
- 915343
- 915409
- 915757
- 915791
- 915916
- 916150
- 917010
- 918291
- 918477

Ours is the English edition.

When I edit the Contact Associated View, I can add/remove columns, but there
is no 'Edit Filter Criteria' link in the right-hand column, so I cannot alter
how this view filters data.

Are you suggesting that there is a way to hide Inactive Contacts within the
Contact associated view in CRM 3.0?
If so, how would I go about doing that?

Thank you,
Tim Darius

Posted by Sergei Bespalov on November 13th, 2006


Tim, I am seeing the opposite.
Active contacts are displayed and Inactive contacts are hidden in the
associated contact view in my vanilla environment.
I do not have any way to control this behavior.
Do any of the patches you applied
Thanks,
Sergei

"TimDarius" wrote:

Posted by TimDarius on November 15th, 2006


Hi Sergei,

Thanks for your response.
It may also be prudent to note that we upgraded from CRM 1.2 to CRM 3.0.

We have had other issues that stemmed from left over registry entries +
residual DLLs cached in the GAC.

Does that give you any additional direction to explore?

Thanks again,
Tim Darius

Posted by Sergei Bespalov on November 15th, 2006


Thanks Tim.
Thanks for the update - if you can get the system cleaned up you might be
pleasantly surprised. Standard CRM3.0 does hide inactive records (a change
from CRM1.2), which seems like what you are looking for. We were looking to
have it the way CRM1.2 was and that does not seem possible
I guess it's good at least some customers are happy with the change MS made
here.
I would log an incident with MS to get it working (hide inactive contacts).
Cheers,
Sergei

"TimDarius" wrote:


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