Remove inactive users from Signers listing on Correspondence page

•Current Function: Currently, when generating correspondence from a record type - such as Contacts - there appears a list of Signers in the Signer dropdown menu. This list includes a mix of Active and Inactive users.

 

•Desired Function: The client is asking that only Active users be a part of this list and that Inactive users be omitted.

 

•Reason for Function: The reason for this request is to reduce confusion on the part of the end user; some users have Inactive accounts that are similar to Active accounts in name, so generating correspondence takes an extra level of care than before

 

  • Guest
  • Apr 6 2016
  • Reviewed: Voting Open
  • Attach files