account deletion management

[guigui]

Hi,

How should we manage blocked or deleted accounts? My accounts are synced from a booking system so if an account is blocked in this environment, I guess I have to create a checkbox to reflect this block in the CRM.
I can't use the merge feature since it's not available in the booking system.
Also I noticed that if I delete an account in the CRM, it's removed from the related modules without warning the user. So we end up having unassigned opportunities, tasks, etc.

Thanks

[davidboris]

Hello,

If I understood well, you want to have a checkbox to maintain an account's status to be blocked or free.

And if the account is blocked, you dont want to see that account in account's list view but that account should appear in related modules like opportunities, etc?

[guigui]

Hi,
That's correct. To ensure data consistency, we should always be able to see what was the related account for an old or current opportunity, calendar entry, task etc.
So I believe a custom block indicator is the only way to do it. But we would also have to change the ajax autofill script on the account name to not suggest blocked accounts...