Hide Products/Services items
We now have many old items in our Products/Services drop down for Opportunities and Cases. We would like to be able to hide older items so they don't show.
We recommend pre-pending the old products with “zzz_” to indicate that they are no longer available, so that they are at the end of the list, and so that you can still run reports for products that are no longer sold
With 53 votes it is a pity this has been Declined.
As a Tip for other users we used to put XX at the front of a record or contact but it can make them impossible to find. Now we put the xx at the end of the contact name eg 'Fred, Smithxx' instead. They can then be found in a search, be picked up by the duplicate checker and it is clearly a 'dead' record. Hope this helps.
FYI We have a long term record with 148 Contacts and 50 are 'dead' and cluttering up their record...
John Marrett commented
Such a great idea! What we do now is prefix with "zzz " to put the old ones at the bottom of the list!
Ken Rights commented
OMG, need this so bad!
Please put this into action
Nice way to keep things clean
I giveit a +1
Jeff Morrison commented
Essential for maintaining a clean UI over time
David Asher - Avrion commented
I believe Products do have an Owner field so you could effectively hide those to a security group - the Categories have no security element which I agree would be great to have.
You could move the old Categories to an Archive Product value, removing them from the original Product - I believe this stops new entries from having the old categories on display - old entries appear to retain them - worth some further testing though
Mike Pelletier commented
this is a great idea