Option to Hide Inactive Contacts

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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SergeiBespalov
Fri Nov 03 12:21:03 CST 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:

> 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
>
> ----------------
> This post is a suggestion for Microsoft, and Microsoft responds to the
> suggestions with the most votes. To vote for this suggestion, click the "I
> Agree" button in the message pane. If you do not see the button, follow this
> link to open the suggestion in the Microsoft Web-based Newsreader and then
> click "I Agree" in the message pane.
>
> http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?mid=cce76fd7-3b82-43db-9d3f-a5d54271cbdf&dg=microsoft.public.crm

TimDarius
Mon Nov 13 09:35:01 CST 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

SergeiBespalov
Mon Nov 13 11:04:01 CST 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:

> 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
>

TimDarius
Wed Nov 15 10:08:01 CST 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

SergeiBespalov
Wed Nov 15 16:22:02 CST 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:

> 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