Hide old agent/board/company names
planned
D
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
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
P
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.
L
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
under review
Eben Marks
planned
D
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
under review