Company address deactivation

I am looking for a way to deactivate an address in CRM. This is to include removing it from the drop down on the Quote and Order Summary, Change Summary screen for Billing and Shipping address. Any advice would be highly appreciated.

  • 0

    Hi DKarkanica

    I don't think there is, as far as I remember these address boxes are controlled by vListAddress, but if you edit that to suppress the addressess in anyway you will end up suppressing them from the company itself as well. 

    Are you integrated with an ERP system? If not then I'd question why not delete the addresses, if yes then maybe editing vListAddress could be a way to go, if you edit the address in the ERP system and have a spare field at hand to mark it as inactive, then in CRM it could see this and suppress the address in CRM so it disappears (even at company level). 

  • 0

    I think it would be useful to know why you want this to happen in order to give any useful advice.

  • 0 in reply to Guy Cecil

    Guy:

    We track sales and lose of sales by state from the quote level. I need to connect the quote to the address as at the quote level this is a string, and cannot think of anyway to derive the State, city, etc... Changing or deleting those addresses at the company level would break that reporting.

  • 0 in reply to DKarkanica

    I'm still unsure what you mean but if you are trying to link the quote to an address record then I have written some code before which removes the standard address picker from the quote and order screens and replaces them with an advanced search select that picks from the Address entity.  I'm not sure if that would work for you.

  • 0 in reply to Guy Cecil

    I'd be here forever trying to explain all the nuances, but I really like your idea of the Advanced Search you suggested here. That will be a major change for us but one I think might be worth making. Thank you for the ideas.