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Deactivated contact still show associated with the relevant account

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Posted on by BJ89

Is there anyway to associate a contact who no longer works with an account, still with the account they have parted ways with?

I would like to see the past contact associated with the account they are no longer involved with, but with perhaps reduced functionality (so that no tasks / appointments ect. can be made with them), & viewed different, i.e. shown in a lighter colour?

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cloflyMao 25,210 on at

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Hi Partner,

Inactive contacts won't display in Account's CONTACTS subgrid, that's OOB design.

However, due to association between them still exist, we can retrieve all associated contacts under a specific account even if some of contacts were inactive,

and distinct active contacts and inactive contacts by contact's statecode field.(0 stands for active, 1 stands for inactive, see reference about contact entity)

Thus you could insert a web resource to Account form, create a custom HTML table from retrieved data and give special text color for inactive contact records.

There is a helpful tool to generate retrieving code quickly:

https://github.com/jlattimer/CRMRESTBuilder

Choose contact_customer_accounts relationship.(account to contact, 1:N)

All related contacts will be expanded in JSON result.

Regards,

Clofly

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cloflyMao 25,210 on at

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My demo:

Code:

Custom table for related contacts

Related contacts

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cloflyMao 25,210 on at

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I also build a pagination version if there were many related contacts under current account.

Custom table for related contacts

Related contacts

There are 7 contacts under Farbrikam in my environment, show 5 records for each page.

You can change pageSize property to other number to meet your requirement.

Result:

Regards,

Clofly

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Paul_Owen 2,027 on at

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There is an OOB way of doing this for exactly the use case you stated using Connections.

docs.microsoft.com/.../create-connections-view-relationships-between-records

Regards

Paul

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BJ89 15 on at

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Thanks for the demo, could you send it through as an attachment, I just cannot view it.

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cloflyMao 25,210 on at

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Hi BJ89,

Could you teach me that how to send code as an attachment?

Regards,

Clofly

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cloflyMao 25,210 on at

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Can you view it on JSFiddle?

https://jsfiddle.net/pjku68d5/

If so, then copy code directly as HTML web resource.

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BJ89 15 on at

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I can view it larger now, so are you proposing that the background colour is a different colour when the contact is no longer employed at an account? Does this mean the contact can still be viewed at their previous account, but the background colour is changed to e.g. red? If so how is the different colour activated?

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cloflyMao 25,210 on at

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Statecode(I name that column Status) is the field for us to distince active/inactive contacts.

You can change background to color you like, just change hex code in template function.

function template(data) {

  var html = "";

  html += "<tr><th>Name</th><th>Email</th><th>Status</th></tr>";

  $.each(data, function(index, item) {

    if (item["statecode"] === 1) {

      html += "<tr style=\"background-color: #f3c869\">";

    } else {

      html += "<tr>";

    }

    html += "<td>" + item["fullname"] + "</td>";

    html += "<td>" + item["emailaddress1"] + "</td>";

    html += "<td>" + item["statecode"] + "</td>";

    html += "</tr>";

  });

  return html;

}

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cloflyMao 25,210 on at

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Hi Partner,

Please let me know whether you still have any other questions.

If you had found any answer helped to solve your question, please kindly mark as verified to close the thread,

it would be greatly appreciated.

Regards,

Clofly

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