Associating a company (from dropdown list) when a new deal gets created

[Vai_Vi]

Hi,

There's a problem we have been trying to figure out how to solve, which is with the dropdown list of options provided when you try to associate a deal with a company (from create deal form).

The issue is that this list has a lot of old options that shouldn't be available for tagging in the deal.

Is this list editable to keep only specific options for association with any deal?

Follow up question, if it is possible (to edit), how can we access it?

Best,

Vaiibhav 

[karstenkoehler]

Hi @Vai_Vi,

This list is pulling from / suggesting all companies in your CRM (all that exist under Menu > Contacts > Companies). It's not possible to edit this list except for deleting the company records that you don't want to see there anymore.

Best regards!

[Vai_Vi]

Thanks Karsten for your answer. That's going to be difficult as there'd be a lot of deals associated with those old companies that we may want keep in the system for account history. Is there any other way to prune or limit the Companies option? 

And does the options show all the parent as well as child companies for selection or is it just the main company that's shown?

[karstenkoehler · Accepted solution]

Hi @Vai_Vi,

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@Vai_Vi wrote:

Is there any other way to prune or limit the Companies option? 

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No, there is not. The dropdown returns results for a search across all company CRM records. You can't exclude results from this search.

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@Vai_Vi wrote:

And does the options show all the parent as well as child companies for selection or is it just the main company that's shown?

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Both parent and child companies are shown as search results.

Best regards!