Inactive clients showing up in report filters for projects.

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  • Question
  • Updated 8 months ago
  • Acknowledged
I have only just started this company but this is my second company and expect my client list to be well more than 20 and projects active at one time can be greater than 100. 

You can mark a client as inactive but they still show up in the list for a project filter. Go to a project report, set to filter on project, and in the project filter boxes one of them is client, all clients show up, even inactive ones.

I have old clients or test clients and want them off the list. If I can't filter out old clients when filtering a project this entire application will become useless to me in a few years.

Either allow me to delete clients, or better yet, make another status for clients (currently only active and inactive) called hidden so they don't show up in the filters.

Brad
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Wygle, Brad

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  • Frustrated

Posted 9 months ago

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Aashnee Kamboj, Community Moderator

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Hi Brad,

Thank you for using the Replicon Community!

We understand the requirement of the filter and will take this up as an Idea. We will check internally with our product management team and update the thread in case of any progress on the same

Thanks,
Aashnee
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Avinash Iyer, Official Rep

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Hello,

We are looking into this issue, but have considered using the client filter? 
It may not do exactly what you are asking for, but it does provide an active/inactive filter?


Thanks,
Avinash
Product Manager