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 comment
@Bridget Brown - You can look at this post from @Doug Ayers which shows you how to filter the Contacts Related List into Active and Inactive: https://douglascayers.com/2015/11/18/salesforce-filter-related-lists-without-code/
