Non display of old Customers, Suppliers, Sales Reps and Staff

Is it possible to hide or not display old information in standard searches such as:
Customers
Suppliers
Items (can be done by unticking Sales and Purchase documents)
Sales Reps
Staff Members
I know we can add formatted searches, however more often than not we already we may have a formatted search in place for something else?
Most of the clients existing software have this functionality as standard, whereas SBO does not.

Good call Kevin.
Anything marked as Inactive should be hidden from display as a matter of course (an inactive flag would need to be added to some masterdata), with a check box on the find form to display inactive if required.

Similar Messages

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    Message was edited by:
            Anji Reddy Vangala

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    Hi mesalaza,
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  • Terrible Customer Service/Sales Reps

    I was always under the impression that Verizon had top notch sales reps and customer service. Oh how I was mistaken!
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    Your issue has been escalated to a Verizon agent. Before the agent can begin assisting you, they will need to collect further information from you.Please go to your profile page for the forum, and look in the middle, right at the top where you will find an area titled "My Support Cases". You can reach your profile page by clicking on your name beside your post, or at the top left of this page underneath the title of the board.
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  • My bill is not what the sales rep promised me when I signed up!!!!!!

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    VC0323,
    I apologize for any inconvenience this may have caused you. I have sent you a private message to further assist you.
    You can click on my name (Comcastcares) and click on "Private Message Me”. 
    At the top of each Forum page you will see a small envelope 
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    http://forums.xfinity.com/t5/Billing/Price-increas/m-p/2542019
     

  • Tailoring Report Data Per Sales Rep

    Hi,
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    Please Mark This As Answer if it helps to solve the issue Visakh ---------------------------- http://visakhm.blogspot.com/ https://www.facebook.com/VmBlogs

  • Sales rep commission

    Hi
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  • Sales Rep lied to me. what do I do?

    I'm 18 years old. A few weeks ago I broke my Galaxy s3. I do have insurance on it, but I figured I might as well go to my local Verizon store to see if they have any promotions.
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    Use the insurance if you have it http://www.phoneclaim.com/Verizon
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