Each Company and Contact has a check box on the main tab called "Hide". The function of this is to hide the Company/Contact from their Listing. This is an easy/simple way to sub-divide contacts in the listing to remove the least-accessed ones, so that the list loads faster and is less cluttered. When you want to see the hidden contacts again, select "Contacts" -> "Show Hidden" from the menu, which will load the entire list including the ones marked with Hide.
Examples:
We import large Lead lists for shows we attend. We want them in the system to send them our email marketing pieces, track which campaigns/shows they were a part of, and promote them to Qualified Leads when appropriate. However, we don't want to see all of these (thousands) of leads each time we go to our listing, so we mark them as hidden and only pull them up when needed.
We have inactive Customers that we don't need to interact with regularly (but we certainly don't want to lose their history), so we mark them as hidden from the list.
Other areas the Hide option effects:
Search
Users can choose to include or not include hidden companies/contacts in their search results by checking/unchecking the "Include Hidden" box.
Customer Listing
Companies that are of type Customer that are hidden, are also hidden in the Customer Listing. To show the Customer in the Customer Listing, select the "Show Hidden" option in the "Customers" menu.
Reporting
Many of the Sales and Commissions reports can be run with or without the hidden customers. This allows for a more concise report that only contains active customers in it.
Bulk Update Hidden
Companies and Contacts can be multi-selected in the Company/Contact Listings and assigned or unassigned the Hide option all at once. Multi-select your contacts, then right-click on a selected on and choose "Bulk" -> "Update Hidden".
Examples:
We import large Lead lists for shows we attend. We want them in the system to send them our email marketing pieces, track which campaigns/shows they were a part of, and promote them to Qualified Leads when appropriate. However, we don't want to see all of these (thousands) of leads each time we go to our listing, so we mark them as hidden and only pull them up when needed.
We have inactive Customers that we don't need to interact with regularly (but we certainly don't want to lose their history), so we mark them as hidden from the list.
Other areas the Hide option effects:
Search
Users can choose to include or not include hidden companies/contacts in their search results by checking/unchecking the "Include Hidden" box.
Customer Listing
Companies that are of type Customer that are hidden, are also hidden in the Customer Listing. To show the Customer in the Customer Listing, select the "Show Hidden" option in the "Customers" menu.
Reporting
Many of the Sales and Commissions reports can be run with or without the hidden customers. This allows for a more concise report that only contains active customers in it.
Bulk Update Hidden
Companies and Contacts can be multi-selected in the Company/Contact Listings and assigned or unassigned the Hide option all at once. Multi-select your contacts, then right-click on a selected on and choose "Bulk" -> "Update Hidden".
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