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Thread: Archiving old accounts

  1. #1
    lleech is offline Junior Member
    Join Date
    Jun 2010
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    3

    Post Archiving old accounts

    Does anyone know how to mark an account or opportunity as inactive, or is it even possible? We are trying to clean up our system and we do not want to delete old files in case we need them in the future, we just want to archive them. Is this possible to do?

  2. #2
    kuske's Avatar
    kuske is offline Sugar Community Member
    Join Date
    Oct 2007
    Location
    Germany
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    Default Re: Archiving old accounts

    I defined a custom checkbox inactive_c with default 0.

    Then I created custom view.list.php in which the additional condition inactive_c == 0 was added to each query.

    Even some other modification in the code were necessary - so it is no upgrade save way... but it works.
    Harald Kuske
    Pre-Sales Engineer Central Europe

    SUGARCRM Deutschland GmbH
    Erika-Mann-Str. 53, 80636 Munich, Germany
    Email: hkuske@sugarcrm.com
    Home: http://www.sugarcrm.com


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