I’ve had to add some companies we no longer work with back into our environment because I found that Service Records tied to deleted users under these companies had their company values removed due to the deletion.
Is there anyway I can HIDE the inactive companies from the ‘Company’ drop-down list? I can’t seem to locate the field in the Customize > List section.
Best answer by SysAid Copilot
Hi there,
SysAid Copilot is here with our AI Magic!
Here is the response we thought might assist you:
## Hide Inactive Companies from the Company dropdown
Short answer: SysAid doesn’t currently support “disabling” or hiding companies from the Company dropdown without deleting them. Setting a company as expired only affects user access; the company will still appear in selectors like the Company field.
What you can do instead: - Keep the companies you no longer work with, so existing SR history remains intact. - Use naming or tagging conventions to make them clearly inactive (e.g., prefix with “ZZ_” or “Inactive - ”). This won’t hide them but helps avoid selection mistakes. - Limit where end users see categories: If your goal is to prevent end users from selecting certain categories tied to those companies, you can manage per-company category visibility in Tools > Companies > [Select company] > Categories tab. Note: this controls categories, not the Company dropdown itself.
Why you don’t see it in Customize > Lists: - The Company dropdown is populated from Tools > User Management > Companies, not from a simple value list you can hide items from in Customize > Lists.
If you want, I can share a safe workflow to: - Restore company links on affected Service Records (via bulk update or report-driven update), and - Rename inactive companies consistently so agents avoid choosing them.
Would you like step-by-step guidance for either of those?
SysAid Copilot is here with our AI Magic!
Here is the response we thought might assist you:
## Hide Inactive Companies from the Company dropdown
Short answer: SysAid doesn’t currently support “disabling” or hiding companies from the Company dropdown without deleting them. Setting a company as expired only affects user access; the company will still appear in selectors like the Company field.
What you can do instead: - Keep the companies you no longer work with, so existing SR history remains intact. - Use naming or tagging conventions to make them clearly inactive (e.g., prefix with “ZZ_” or “Inactive - ”). This won’t hide them but helps avoid selection mistakes. - Limit where end users see categories: If your goal is to prevent end users from selecting certain categories tied to those companies, you can manage per-company category visibility in Tools > Companies > [Select company] > Categories tab. Note: this controls categories, not the Company dropdown itself.
Why you don’t see it in Customize > Lists: - The Company dropdown is populated from Tools > User Management > Companies, not from a simple value list you can hide items from in Customize > Lists.
If you want, I can share a safe workflow to: - Restore company links on affected Service Records (via bulk update or report-driven update), and - Rename inactive companies consistently so agents avoid choosing them.
Would you like step-by-step guidance for either of those?
