Skip to main content

Hello!  We have a custom field on Contact that stores the status of the contact.  Contact Status = 'Active' or 'Inactive'.  We want to exclude the inactive contacts in a couple places in the Lightning UI.

 

On the Task, is there a way for me to alter the Name (Contact/Lead - Who) field to only include my active Contacts and all Leads?

 

On the Account Record Page, is there a way to show the active Contacts separately from the Contacts related list that shows all of the Contacts (both active and inactive)?

 

Any guidance is appreciated!  Thanks so much!

Bridget

1 comentario
0/9000