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

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

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 a choosable option when selecting a Subcontractor from the field's drop-down 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. 

inactive subcontractor edit contact view

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