While creating any Communication, Opportunity and Leads, all People from SageCRM get listed even if the person is Inactive.
Now, we can restrict the inactive persons from the Person Lists!!!
While creating Communication, Lead, and Opportunity in CRM, those People would not be available under the list of Person field whose status is set to ‘In Active’.
TagsACT Bi-Directional Case Communication Company Configuration CRM7.0 CRMMIG Custom dashboard document Email Entity Field GUMU GUMU integration GUMUMAS import INTEGRATION Lead library MAS 90/200 migration opportunity Opporunity Person REAL TIME Report Sage 100 ERP Sage CRM Sage CRM.com Sage CRM 7.0 Sage CRM 7.1 Sage CRM 7.2 Sage MAS 90/200 ERP Sage Pro Sage Saleslogix screen search select advance self service SSA territory Uncategorized web client workflow