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Hi I understand from other threads that for OOB configuration, when you deactivate an account, it will not deactivate the contacts.
My question would be, if you deactivate a contact because the staff for that account has left, would the OOB configuration remove that contact association from existing account?
How can we remove the contact from that account automatically if the staff has left the company? Thank you.
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Hi, On account if you have a subgrid of contacts.
you open the form editor > click on subgrid > click on edit properties
and you will presented with the window that i showed earlier in whcih you will have option to change default view with your criteria.
HI Rawish,
Attached a sample of our Account forms.
The primary contact is a form field.
When you click on Keith for e.g. you will go to Contact - Keith and there is a field that says parent account which will show AB Holdings
How can I go to the properties page that you mentioned? I tried looking for it both in properties of Accounts - Pri Contact fields and Contacts itself. Thank you.
Hi colinkgl ,
you have two way (not oob) to do this:
1) by plugin/custom workflow: when statecode change, search for accounts filled with that contact, and set contact field null.
2) by scheduled task: every night check for deactivate contact deactivated in last 2-3 days then search for accounts filled with these contact, and set contact field null.
Hope it helps!
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Francesco Picchi
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Why would you use a plugin when a WF would do it?
Pointless waste of time and money!!!!!
You can also do it without any programming, simply create a workflow which will fire on "State change" of contact. In this workflow check if state is Inactive and if yes, simply clear the Account field on contact. This will disassociate the contact from the account. In my opinion it's better to show only active contacts on account form and don't disassociate deactivated contacts - in such way you will have the full history in your system, sometimes it's useful to have information that person XYZ was working in company Contoso, event if he/she is no longer working there
above suggestion will stop contact to be shown however if actually need to remove the contact - you need to write a plugin on contact and need to register it in both SetState and SetStateDynamicEntity, message where you can get regarding accounts record and set primary contact lookup to null.
You can use this post as a reference: www.mindfiresolutions.com/Plugin-for-SetState-Message-1753.php
mark my suggestion as verified if helpful.
Hi,
you can change the filter or the view itself which is being used at the subgird :
mark my answer as verified if helpful.
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