Just to clarify, we are trying to delete contacts on a customer account. the primary contact is the account holder, secondary contacts are staff, and the staff is no longer with the office. i can see that there is hide button and a block button on the person screen however the contact still displays on the customer contacts screen when those are selected. I dont see a column for validity period either or hidden or blocked on the contact screen. we want our reps to know that the inactive contacts are inactive on the contact screen.
I have the same question, how do you delete a contact on an account. I went to the person screen and the user id field is blank.
I think I found what we needed. Since we have multiple warehouses, i was creating the favorite sales part from an order coming out of one of the warehouses and those favorites were saved for only that site. So, i went to sales parts directly and favorited the same part number for all sites and now my favorites list displays for any order regardless of what site it is shipping out of. As far as creating the favorites for all our customer care reps, I think the suggestion from Buddhika Kurera to update the user profiles will do just what we need. Thank you!
Exactly, since we have hundreds of products, we’d like to be able to create a short list of favorites that we use often like our catalog, the order form, and the paper bags. Then when our reps are taking an order, if would be so helpful to select favorites in the sales part field and be able to add something to the order from that list. We can do this individually for each account but it sure would be nice if we could create a list that would be available for every order and every customer.
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