Archive Options in Lists
I'd love to be able to archive certain items, either custodians we no longer use or models no longer applicable as suggestions. They'd still be listed on closed accounts for recordkeeping but wouldn't come up as a suggestion when adding a current account's model. The same could be done for former advisors and being able to archive a choice on the servicing advisor and writing advisor list so it doesn't pollute our list but we can still sett it when we look at that contact (for former clients that never had a replacement advisor).
3
votes