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Customer experience | Sales, Customer Insights,...
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Products with the # Prefix

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Posted on by 34

This may be a really dumb question, but some of  the Products in my Product Catalog are prefixed with # - so it shows Product IF #abcd3 . Is this purposely done to hide the product? If so, it's not working, because people are able to select it. (I took CRM over fro someone else). 

TIA

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  • Guido Preite Profile Picture
    54,084 Moderator on at
    RE: Products with the # Prefix

    can you share a screenshot?

    thanks

  • Suggested answer
    Bipin D365 Profile Picture
    28,983 Moderator on at
    RE: Products with the # Prefix

    Hi,

    If you want to hide the Product to be shown in lookup so that user can not select, you could retire your product by setting the status and status reason field by clicking on retir button from command bar.

    docs.microsoft.com/.../product

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • CRMforLyfe Profile Picture
    34 on at
    RE: Products with the # Prefix

    Sure, Guido.6320.screenshot.jpg

  • Guido Preite Profile Picture
    54,084 Moderator on at
    RE: Products with the # Prefix

    From the screenshot looks like a normal Product ID, best guess is that there isn't a customization to hide the product (like making it draft state or inactive).

    If that is your goal probably with a workflow you can create the logic (check when the product ID is updated and if starts with # then set inactive)

    hope it helps

  • CRMforLyfe Profile Picture
    34 on at
    RE: Products with the # Prefix

    Guido, my goal is to figure out why some of our Products have the # prefix and some do not. I imagine it's to either tag them or prevent them from being duplicated. I thought it was a old school "CRM" Thing that I as a newb don't know. Thanks for responding!

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