There needs to be some way to prevent inactive users from showing up on drop downs (reps, managers, coordinators, ect) across all of the applications (COTI, iQuote, SalesLink, ect). If it impacts searching for their past deals, mayabe a new field, search method, check box,, ect "search inactive users" then the list of inactive would populate.
Kelly Kotara
Adding based on a ticket I recently had to close that this should also include branches, if we no longer operate or close/relocate a branch I'd like the ability to inactivate it from lists/drop downs but still keep in available so historicals are not lost.
AND... sources. The source list needs to operate the same way, its an ever evolving thing that we should be able to manage w/ out replacing an old source w/ a new source.