Hi GS Community.
Anyone know how to remove accounts from automatically appearing in the Home Ribbon and My Portfolio sections if the account is churned or inactive?
Doesn’t make sense for accounts marked inactive/churned to still roll up into company totals and ARR in the ribbon. Also don’t need to see them in the Portfolio section. (Specifically inactive accounts)
The simple answer seems to be global filters in Home page configuration, but there seem to be a lot of nuances with that approach (only updating for folks who haven’t personalized their home page.)
I can’t be the only one with the use case of marking an account as inactive and expecting it to be removed from view/totals.
Appreciate any help you can provide! :)
