I am looking for a way to deactivate an address in CRM. This is to include removing it from the drop down on the Quote and Order Summary, Change Summary screen for Billing and Shipping address. Any advice would be highly appreciated.
I am looking for a way to deactivate an address in CRM. This is to include removing it from the drop down on the Quote and Order Summary, Change Summary screen for Billing and Shipping address. Any advice would be highly appreciated.
I think it would be useful to know why you want this to happen in order to give any useful advice.
I think it would be useful to know why you want this to happen in order to give any useful advice.
Guy:
We track sales and lose of sales by state from the quote level. I need to connect the quote to the address as at the quote level this is a string, and cannot think of anyway to derive the State, city, etc... Changing or deleting those addresses at the company level would break that reporting.
I'm still unsure what you mean but if you are trying to link the quote to an address record then I have written some code before which removes the standard address picker from the quote and order screens and replaces them with an advanced search select that picks from the Address entity. I'm not sure if that would work for you.
I'd be here forever trying to explain all the nuances, but I really like your idea of the Advanced Search you suggested here. That will be a major change for us but one I think might be worth making. Thank you for the ideas.
*Community Hub is the new name for Sage City