Suppress inactive records from SSA fields in Sage CRM

By | November 26, 2018

In Sage CRM while creating a record against a Company you must have noticed both Active and Inactive Company records are displayed in the SSA drop-down list. As displayed in below screenshot.Company SSA FieldIn our blog we will provide a quick tip how you can exclude Inactive records from an SSA drop-down list by adding a short SQL condition.

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When we search the companies, by click on SSA field we get the records of all created companies in Sage CRM including Inactive companies.

Hence, in-order to display only Active Company records you need to follow the below mentioned steps:

  1. Navigate to Administration | Customization | Opportunity
  2. Click on Fields tab
  3. Search and edit the oppo_primarycompanyid field
  4. Next, enter the comp_status !=’Inactive’ in Search SQL field.
  5. Click on Save buttonoppo_primarycompanyid field
  6. After adding Search SQL condition, the Company dropdown will exclude all those company record that are inactive. As displayed in below screenshot.Active Company Records
  7. Similarly, you can also apply this restriction to display only Active record in the SSA drop-down list for any other entities like Person, Case,etc.

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