Allow us to search on inactive fields and/or make fields "read only"
We have a few custom fields that we had to bring in from our old CRM... however, we don't want reps to use these fields in Salesmate. So, we made those fields inactive because we still want to retain that data.
Unfortunately, when you attempt to search / filter on the values of those inactive fields Salesmate does not even display them in the filters panel (because they are inactive). It would be nice if you DID display them in the filter panel along with a label in parenthesis such as "(inactive)" next to the field name.
That way we can still search on the field, but just not give user ability to add / edit the values in the field.
Alternatively, you could add the ability to make custom field "read only". Maybe add a checkbox next to field setup that makes this true/false for read only. That way field would not be hidden in filters panel and we could search on it but not be worried that our users are still adding / editing those fields.
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Guys... this is really annoying. We really need to be able to filter on inactive fields.
For example, I imported several deals and during import it asked me if I wanted to tag newly imported records with a tag... I added a special tag. However, the tag field was made inactive because we don't want reps using tags in deals. Instead we want tags in companies and contacts.
So I imported deals then I went to search for them but the option to use "tags" in filters was not there... thats because the field was made inactive. So I had to temporarily reactivate the field in order to search on it. Once I was done I deactivated the field again. Real waste of time.
Instead simply let us search on inactive fields. Maybe label them as such so we know we are using an inactive field etc.
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