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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

ok, this may be way out of my league as a newbie.

but, I will ask how to go about it anyway.

I work as a booking agency. so sometimes deals fall through or are finalized. I want to keep ALL records, but records that I am done with I don't want to see them. But if I need to ever go back and look at them I want to access them. Is there a way to have active records and non-active records?

in other words, when I click find all I want it to only find active records, not finished or rejected one.

thanks.

Posted

Hi:

You could use a field called status, which could be populated with "Active", "Pending" or "Retired". Then you could have three buttons labeled similarly to perform a find on this field. That way you see only records that are active, pending or retired.

Ken

This topic is 7984 days old. Please don't post here. Open a new topic instead.

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