Inactivating and Reactivating Accounts and Contacts

This article will walk you through:


Inactivating an Account or Contact

  1. Go to the details page for an account or contact you want to inactivate.
  2. Click the more_vert menu icon.
  3. Click Inactivate Account or Inactivate Contact.
  4. The account or contact is now Inactive.

Reactivating an Account or Contact

  1. Go to the details page for an inactivate account or contact.
  2. Click the more_vert menu icon.
  3. Click Activate Account or Activate Contact.
  4. The account or contact is now Active.

Displaying Inactive Items on the Accounts and Contacts List

  1. On the account or contact list page, click the filter_list filter icon.
  2. Check Show Inactive.
  3. Click Done.

  1. Click search Search.
  2. Click Showing.
  3. Check Inactive.
  4. Click Save.

Your search results will now include inactive items.

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