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In the contacts APP you can see only Active opportunities at the top of a contact. How can you edit that field so it sees inactive ones aswell?


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Hi Matt,

Sadly it's not as simple as you may be hoping.

First is the action, when you click that button, it takes you to the lead screen with a default search for the contact you were on. All screens by default remove archived records. To change this, we need to add the {'active_test': False} context to the button. 

Second is the opportunity count. Would you want this to be all records, only active records, or maybe even both eg. 3/6 or 3 (6) for 3 active, 6 total. Depending on your choice, there are a few ways to do this: add a new computed field for total_opportunity_count, add the {'active_test': False} context to the opportunity_ids field.

Lastly, any changes to the above field should be mirrored on the kanban view.

If you have any questions about this process, just let me know.

Regards,
Jake Robinson

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