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Show/Hide Inactive Accounts in Hierarchy View

Christian Jeppesen on 4/30/2020 8:11:21 AM
In previous versions there was a big locker indicated if an Account was inactive in the Hierarchy View - in the current version of Dynamcis 365 it has disappeared.

We would like CRM to either show very clearly if an Account is inactive by a color or the Big Locker in the Hierarchy View
AND/OR
if it was possible to add more fields than 3 fields on the Hierarchy form. Then it makes it possible to add the Status field and at the same time keep the existing fields.

Also it would be nice if a user could de-activate an Account directly from the Hierarchy view menu.
Category: General
STATUS DETAILS
Needs Votes

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RE: Show/Hide Inactive Accounts in Hierarchy View

Allison Briden on 11/2/2023 10:36:59 PM

Surprising this still is not an option: to hide Inactive records, because by default all other views only show active records. Please make an option to exclude inactive records from hierarchy/ hierarchical view.

Category: General

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RE: Show/Hide Inactive Accounts in Hierarchy View

Nisha Pasha on 1/12/2021 3:23:42 AM

Also allow the Admin to customize whether we want to SHOW Active AND INactive Child accounts or just Active ones.. for our own Orgs, on the Hierarchy visuals.

Category: General