Hide Relationships that have an end date

Multiple Individuals and Assigned Solicitors are on the Relationships Tab of most Organizational Records. Many of them have end dates. We do not want to delete them because we want to retain the relationship history. We would like to be able to hide the expired relationships so that only currently active relationships are visible at a glance, yet still have the ability to bring back the entire relationship history when necessary.

  • Guest
  • Jun 18 2015
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    • Guest commented
      March 18, 2016 01:18

      I use the Relationship Legend to make "Inactive" relationships (those whose end date is before today's date) a very pale gray color which helps a lot.