Skip to Main Content
iChannel Ideas Portal
Categories File Area
Created by Ramses Diaz
Created on Feb 15, 2024

Link Documents between only active clients.

When we are linking clients, I don't want to see all the inactive clients. Can we get a check box or a setting on the admin module that allows us to keep inactive clients from showing up in the list? It makes the list extremely long and I don't want staff to accidentally link to the wrong client when there are three clients and only one is inactive. You also can't tell which client is active and inactive in the list.

  • Attach files