Name of Feature/Request: Allow a task to be assigned to an inactive company.
What financial, time savings, or quality of life improvements will occur from this: Ability to assign an inactive company to a task. Things to Consider: We had a support task to remove inactive customers from tasks. Maybe we can add the option at the task type level under the “Make Customer Required” called “Include Inactive Records” to allow the user to decide whether inactive customers show. Suggested Alternative Solutions: Original Description:I am unable to assign a task (email) to an inactive company. I first have to change the status to active, then assign the task (email), then change the status back to inactive. | Frequency: several times a week
Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: I am unable to assign a task (email) to an inactive company. I first have to change the status to active, then assign the task (email), then change the status back to inactive. | Previously accomplished: Netsuite. access is available for assigning regardless of status.
StrivenID: 1764491