Skip to main content

Hi there,

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.  

Hi there,

SysAid Copilot is here with our AI Magic!

Here is the response we thought might assist you:

copilot-1.png
## 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?

Reply


Terms & ConditionsCookie settings