I am creating a screen to add products to a company.
I want to use the Product Family as a selection but don't want to include product families marked as inactive. Nevertheless, all the inactive families show up in the selection drop-down. I can't delete them (CRM doesn't allow that).
Any ideas, please?
What version are you using? I am trying this in Sage CRM v7.1 and setting the flag 'active' to No for both productfamily and product but the options disappeared as expected from the Search Select Advanced fields.
I found a way around it though ...
or you could have simply used SearchSQL field to put a condition as below
prfa_active = 'Y'
If you provide the above in the Search SQL field, only active product families will list.
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