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  1. #1
    kashrus is offline Novice
    Windows 7 64bit Access 2013
    Join Date
    Mar 2015
    Posts
    7

    How to hide a record or make it inactive

    I am using Access Desktop Services. I have a list of customers, and each one has quotes, invoices etc.
    I want to make one of the customers inactive, or delete it, or hide it, so that it does not show up on the customer list. I need to do this so that when I want to get a list of everyone's email addresses, this customer's email does not show up. However, since this customer has quotes and invoices I cannot delete it because there are related records, and I cannot delete the related records either.

  2. #2
    orange's Avatar
    orange is offline Moderator
    Windows 10 Access 2010 32bit
    Join Date
    Sep 2009
    Location
    Ottawa, Ontario, Canada; West Palm Beach FL
    Posts
    16,850
    Create a query and do not include the Customer(s) as appropriate.

  3. #3
    JoeM is offline VIP
    Windows 7 32bit Access 2007
    Join Date
    Jun 2012
    Posts
    3,904
    A common method is to add a Boolean (TRUE/FALSE) field to your Customer Table that is named something like "Active" or "Terminated" (just be sure to set the default to the appropriate value so new records are added properly).
    Then, it is simply a matter of using this field in your Query Criteria to not show any inactive Customers.

  4. #4
    orange's Avatar
    orange is offline Moderator
    Windows 10 Access 2010 32bit
    Join Date
    Sep 2009
    Location
    Ottawa, Ontario, Canada; West Palm Beach FL
    Posts
    16,850
    Many developers/applications do NOT delete records. As JoeM says you can add a boolean for Active/Inactive Customer in the Customer table. You just have to be aware of that boolean when creating queries (etc.)

    You can also have a table --tblExclusions or similar --where you keep Customer Ids for those Customers to be Excluded from various groupings/reportings.

Please reply to this thread with any new information or opinions.

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