When we decease contacts in CRM it puts the record into an inactive ready only state.
Is there a way to undo this, if for example it was made deceased by user error.
*This post is locked for comments
Hi,
As you have custom implementation, I am afraid you will find any documentation. You might need to extend the same logic (which deactivated) in such a way that when teh record is re-activated, it shoudl also re-activate the related record.
Hope this helps.
is there any how to guides to see how i can do this?
Suppose to be you need to implement some backend custom logic inside button (plugin/custom wf) while reactivating record.
in this case , you have to manually set it for all related item. Because your logic doesnt cover, this is a good start where you can propose to add in extra logic
Thanks - but we have logic that when you mark as deceased it inactivates the membership plan on the record so when you click activate to does not put things back to the normal state
You can simply click "Activate" from the top menu to reactivate the record.
You can do Advanced find to get both active/inactive records & Activate the record again.
In adv find, Select entity & choose fields firstname contains “joe”, then status equals “Inactive”. Run the query to see the results.
Hi r4vvm,
It sounds like you have deactivated contact records and want to reactivate them. To view the deactivated contacts, navigate to the System Views list and select the Inactive Contacts view. Select the inactive contacts you want to activate, click or tap Activate, and then confirm the activation.
You can activate the contact by clicking activate button.
Some entities like contacts can be reactivated through the ribbon.
For the ones that don't have the activate button the easiest way is to build a on-demand-workflow which changes the status back to active
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Aric Levin - MVP 2 Moderator
HR-09070029-0 2
MA-04060624-0 1
