Hide old agent/board/company names | Voters

Hide old agent/board/company names

in progress

Eben Marks

Bring in the option to selectively hide agent, company and segment names from places like filter menus and reports. So that you can clear up old or inactive values and focus on what's relevant now.

January 27, 2021

Eben Marks

marked this post as

in progress

Dana Johnson

We should be able to inactivate, or modify the name in same way. We moved PSAs and now have duplicate company entries. Smileback won't merge the companies, so at least being able to inactivate or modify the name attached to the old data would allow us to clean up our system.

This is also breaking an integration from another vendor that uses the company name as an identifying field, and won't show two versions of the same company name.

Eben Marks

marked this post as

planned

Eben Marks

I've merged in a similar request for hiding boards and updated the description.

Eben Marks

Merged in a post:

Hide inactive Service Boards

Paul Rawnsley

Over many years of using ConnectWise, we have re-structured and expanded our Service Board offering including retiring some old boards. These are still available to select in the boards filter, a way to hide selected boards from view would be useful.

September 2, 2024

Luis Alvarez

Please enable this feature asap. Sometimes seeing the names of former employees who were terminated for less than stellar performance can bring back unwanted memories and there really is no reason to see them on all the reports.

Eben Marks

marked this post as

under review

Eben Marks

marked this post as

planned

Darrin LeBlanc

I'm not really sure why this would be a problem? If it is for some organizations then, I feel like it would be fairly simple to add a checkbox for include former members or something to that effect.

Eben Marks

marked this post as

under review

→