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I know that it has previously been recommended to add the z to the front of an inactive contact so it will go to the bottom. We do utilize this but our company services companies that have high turnovers and it just looks so cluttered when working with the accounts. Will you been adding the capability to Hide inactive contacts in the future?
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You should inactivate secondary contacts that are no longer relevant.
This is achieved by changing their status to 'Not Active'. Then, by default, they will not be listed, however, you can always select to see them if you need. Note that version 18, the latest as of today, includes some enhancements in this area so in case you haven't upgraded to it please do. Hope this helps. |