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How Do I Prevent an Inactive Subcontractor Contact From Showing Up in the Drop-Down Menu?

Archiving a Subcontractor Contact allows you to remove those with whom you no longer work from your account, without deleting their association with previously related records.

Archiving a Subcontractor Contact

In your Settings under the Contact Workflows tab, click the three dots to the right of the Subcontractor Workflow and choose Edit. 


v2 subcontractor workflow edit


Click on the three dots to Edit the Inactive Status.


sub workflow edit inactive status


Check the box next to "Is Archived?" and then click +Save.


sub edit inactive status archived


Any Subcontractors placed in the "Inactive" Status will no longer appear as an option when selecting a Subcontractor from the field's dropdown menu of a record.

Contacts, Jobs, or Tasks with an assigned Subcontractor that has since been marked as "inactive" will still show the relationship on the record's page, but will not be visible when editing the information. 


how-do-i-prevent-an-inactive-subcontractor-from-showing-up-in-the-drop-down-menu

Need help understanding your Workflows? Click here to learn more.