Currently when using the Browse PM Firm Contacts, Team is listing inactive Firms and Firm Contacts (i.e. those that we have checked the Exclude from Lookups in Vista) and is causing the incorrect ones to be added into Team. If we incorrectly setup a firm or firm contact, but used it on a PM record in Vista, we cannot delete them, so instead rely on the "Exclude from Lookups" checkbox to prevent users from using them again. Team, however, still includes these. It's also causing an issue if the inactive contact has a different firm name than the active where the company name shows incorrectly in Team. Big problem.
|Job Title / Role|
|I need it...||Yesterday...Come on already|