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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?
Hi BJ89,
A tick box would be a good idea, however, a contact might had worked for different companies(accounts),
for example, Fabrikam -> Contoso -> wingtip toys.
If you would like to know which companies that a contact had worked for, I think enabling audit on Contact entity would be more adaptive to your requirement.
You can enable audit only on Company Name field.
Regards,
Clofly
Yes I like it, is this how you would show an unregistered contact from an account who has left the account, but still see their contact through the contact grid but with a noticeable difference? A coloured backaground, and with the text showing in italic's would be a good differance to still see a contact through the account view who has left an account. How would this be activated? Do you think an 'Employeed' tick box within the account would be a way to untick the box if they no longer work at the associated account?
What is Web API and how is it accessed?
I'm asking for help / suggestions how I can unregister a contact from an account who has left the account, but still see their contact through the contact grid but with a noticeable difference
Here is a nice coloring option for CRM Grids.
Read my Blog : https://vjcity.blogspot.com/
Hi BJ89,
Subgrid will only show active contacts/records, while Web API will list all records regardless they're active or inactive.
Statecode is the field to distinct active contacts and inactive contacts, so we change background color for contacts whose statecode equals 1.(inactive)
I think I hadn't understood your real requirement properly, could you share me more details about how did you remove contact from their previous account?
(how to make contact no longer work in an account?)
just remove them from account subgrid? and does your "shown in a lighter colour" mean that set those contact records in a specific color?
Regards,
Clofly
Sorry I'm not understanding the technical information that you are explaining,
What do you mean that but both active and deactive contacts can be retrieved by Web API code - does Web API code involve some searching, so they aren't visable in the live system?
Does this mean the contact can still be viewed at their previous account, but the background colour is changed to e.g. red?
Hi BJ89,
-> Firstly I retrieve all related contacts of current account, that because even thought deactivated contacts won't display in subgrid,
but both active and deactive contacts can be retrieved by Web API code.
I called this function getRelatedContacts.
-> Secondly, after I've retrived out list of contact records, then I create a HTML table to render result.(template function)
Due to we can distince active and deactive contacts by statecode record, (0 stands for active, 1 stands for inactive)
so in template function, by following code:
if (item["statecode"] === 1) {
html += "<tr style=\'background-color: #f3c869\'>';
} else {
html += "<tr>";
}
I render row background color(tr tag stands for a row) by checking statecode value in conditional statement.
if (item["statecode"] === 1) then give a color which stands for inactive/deactive status, #f3c869 looks like orange color,
you can change it to #ff0000, that's hex code for red color.
-> Finally, you could make a comparison between web resource result and subgrid result,
for example, create an test account record and add 5 contacts to this company, then deactivate 1 of them,
the expected result is that you can only see 4 contacts in account subgrid, but you can see all contacts in web resource,
and the deactivated contact record background will be colored.
Regards,
Clofly
The function you need is not available in Dynamics.
It's by design that it is not available.
Though a remotely similar feature can be used in a way as described by Clofly Mao.
Cheers.
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