Hey all. Basic question about trying to lookup rec...
# administration
j
Hey all. Basic question about trying to lookup records (in this case quotes) that were created by an employee that is is no long with the company their ID in NS is set to inactive. In lists on the dashboard, if i bring up a transaction-quote list, looking at the employee or sales rep filter, only active users show up on that filter. Is there a way to make some inactive users show up as well? thanks!
t
A couple ways. If you add a "+" symbol at the end of your search, you'll often get inactive results included. If you choose the double chevron's next to a list in a search criteria, you'll often get a pop up to use to view the list, and a checkbox that says "show inactive". OR, just reactivate the person for an hour, run your report, then inactivate them again.