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Disable/Deactivate/Inactive Customer Contact Types

Beverly MarquezDec 10 2024 — edited Jan 23 2025

Our project is reorganizing Customer Contact Types to streamline their business processes. Will Oracle be upgrading Customer Contact Types with Active/Inactive switches similar to Service Task Types?

It is necessary to still display all Customer Contacts for customers, so we cannot purge Customer Contacts that use defunct Customer Contact Types. We have reviewed options including renaming the Customer Contact Types and changing Customer Contact Classes for Types we no longer want used, but these are all imperfect and could still allow agents to choose "disabled" Customer Contact Types.

An Active/Inactive switch on the Customer Contact Types that limit their selection from Customer Contact creation would help us eliminate old Customer Contact Types from use and metrics.

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Added on Dec 10 2024
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