Remove inactive companies from the Global search


From the customer “We have a large number of records marked as inactive in our system that are still showing on global search and e-mail timeline look ups when a contact is set against an inactive company too.” 

 

Are we looking towards removing them from search.

This should be optional an admin-controlled.


@sai33335 - Thank you for your inputs.  A quick question though - What if a CSM would wants to check the summary or timeline entries or some other information of an inactive company? If we restrict in Global Search, I am afraid there wouldn’t be an easy way to navigate to inactive companies.


@muralikrishnagopu  That is why I said it should be admin-controlled.  We don’t want to turn off inactive search.


Yes, if we turn off the Inactive Accounts search we may get some other issues like what @muralikrishnagopu  mentioned.

@sai33335 - Thank you for your inputs.  A quick question though - What if a CSM would wants to check the summary or timeline entries or some other information of an inactive company? If we restrict in Global Search, I am afraid there wouldn’t be an easy way to navigate to inactive companies.

 


@sai33335  and @darkknight,  we are planning to address such cases by bringing in the ‘Default Filters’ feature to the search configuration. This feature will enable the admin to filter out any unwanted entries from the search results by setting up filters as part of the ‘Search Configuration’. I will share more details here once we pick this up.

Thank you for sharing your thoughts here.


@gopal_rao_kallepu This idea caught my attention and I agree with your pitch, some filtering options would be excellent! Do you have an update on where this landed?