Sam Oakley - 4 months ago
These community voting ideas are such a waste of time, but yeah - up vote. What a massive oversight by Salesforce to not have an ability to allow contacts to move / be archived / inactive - and openly admit that it's not on a roadmap in any case.
People and contacts move in business ALL the time, for a leadiang CRM to not recognise this is really very very concerning.
Matthew Kozak - 5 months ago
Thanks for taking this up directly in IdeaExchange Reimagined!
Everyone else, join the effort to get these ideas addressed, and improve the discussion overall:
As David can attest, they're doing their best to improve. A 12+ year old mess in the tens of thousands won't get cleaned-up overnight, but this is the best effort to do so in the IDX's 12+ year history. Be a part of it.
David Schneider - 5 months ago
It's pretty clear after 12 years of continual requests that this is not something that Salesforce is ever going to fix. In fact, they are going to "reimagine" this community so that they can clear out all history of topics like this and set the counters back to zero. So in another 12 years, we will still be asking for an inactive setting and they will still be ignoring it, just in another format. UGH.
Matthew Kozak - 6 months ago
It's not the news we had hoped, but I do appreciate you taking the time and having the courage to make an official update and especially not just sneaking in and marking this idea as NOT PLANNED as so many other PMs have done, since the dawn of the IdeaExchange Reimagined effort (worst of all when the last comment of however many months/years prior is a direct contradiction about it being on some sort of roadmap or future planning!).
To the rest of you, if you want this idea to be delivered, get involved HERE (make sure you're logged-in):
Jarvis Howard - 7 months ago
There is a pretty simple workaround, you just need a couple of custom fields and an auto process.
> Create custom checkbox field on the contact object 'Active', default value = true
> Create custom lookup relationship field on the contact object 'Active Lookup'. Lookup relationship to 'Account' (Child Relationship name 'Active Contacts')
> Create custom lookup relationship field on the contact object 'Inactive Lookup'. Lookup relationship to 'Account' (Child Relationship 'Inactive Contacts')
> Create process builder on Contact object, start the process when created or edited
> Criteria 1: Conditions are met > If 'Active__c = TRUE' then update records
> Active Lookup Field Reference 'Account ID'
> Inactive Lookup global constant = NULL
> Criteria 2: Conditions are met > If 'Active__c = FALSE' then update records
> Active Lookup global constant = NULL
> Inactive Lookup Field Reference 'Account ID'
> Edit account page layout
> Add Related List 'Active Contacts' and 'Inactive Contacts' to the account page layout
> Remove the standard Salesforce 'Contacts' related list from the account page layout