Excluding Inactive Records from Search Box
The Situation:
We have inactive account and contact records. These are records of people that have passed away, left companies, or other reasons for the records to be archived. We have a field we use to mark these records as archived. (we cant delete them)
These records sometimes will be needed for history research, such as past companies they were employed at, have we worked with them before etc.
The Problem
When our sales staff search for a contact or company, all of these invalid archived records come up in the search. This is confusing and cumbersome to see records that are not valid. We only want to see 'active records'
in the search.
Prefered Solution:
Is there a way that we can search (using the search box at the top) to exclude records based on a field. (In this case the archive field). So that these archived records do not come up?
The only thing I can come up with is a fake user account. Assign these records to that account. And when we need to search these archived records, would be to sign in as this fake user and then find what we are looking for.
Thanks in advance of your comments.
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