Removing or dissociating contacts from deals
Hi all,
I am working on creating an intuitive system within the CRM to deal with old contacts who have since left the company. We still want to keep them in the system, but do not want them attached to their old accounts or deals. What I've done thus far is:
1) Add a checkbox field called "Inactive" to the Contact template.
2) Add a "Former Company/Account" Field to the Contact template
3) Add an "Inactive Contacts" related list to the Account template
4) Create a function and workflow rule so that when someone checks off Inactive on a contact, the Account name will be copied over to Former Account and then cleared. They will also now be listed under "Inactive Contacts" when viewing the account.
So, the next step would be to add to this so that these inactive contacts are also removed from any associated deals. I am hoping this can be done with a few additional lines of code in the function, and if needed I can provide my existing code, though there isn't really much of it. I'm really just not sure how to use the Deluge syntax to get it to pull up and remove a contact from a deal.
Massive thanks to anyone who can assist, cheers!
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