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Hide Inactive Lead Source

Status: Delivered in 8.0
by mhartwell on ‎04-12-2012 07:52 AM

In the web version (7.5), you can change the status of a Lead Source to Inactive, but when a user clicks the find button to look up a lead source, they see all active and inactive.  There is only one search option - to search by description, status or (something else I can't remember).  But, you can't search for Status AND description.  If you search be description, you get all statuses.  My users don't want to see Inactive items and I don't want them to pick them. The end user should not be able to see Inactive items and Status should be removed from the search.  If I want them to choose an inactive item, I will make it active and it will appear in their list.

Status: Delivered in 8.0
Lead lookup items in 8.0 are name, company, city, state, work phone, e-mail, and owner. As with other lookups multiple search criteria is available (i.e. name starts with A, company = Sage, etc)
Comments
by Silver Contributor RJSamp
on ‎04-13-2012 02:45 PM

The last time I brought this up was at Boot Camp 2011 in November.... hopefully this is on someones radar....

by Moderator Moderator
on ‎08-02-2012 02:05 PM
Status changed to: Delivered in 8.0
Lead lookup items in 8.0 are name, company, city, state, work phone, e-mail, and owner. As with other lookups multiple search criteria is available (i.e. name starts with A, company = Sage, etc)

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