CRM: Inactive Contacts & Deleting Contacts
Can I temporarily set a Contact as Inactive?
If you want to temporarily disable one of your Contact's access to your Portal, you can simply set them as Inactive.
Why might you want to set a Contact as Inactive?
Here are some examples:
- The Client has a large team. One member of the team leaves the business, and should not be able to access the Portal. You can't assign Tasks to them, but all of their history is relevant to others involved in the Project; you sill need to be able to access that history.
- The Client is intermittent. You may want to set them as Inactive when you don't have any active Projects, but set as Active again while you are working together. In this way, the Contact can access the Portal when you are contracted for work, without any disruption or loss of history from periods inbetween.
- Suspend access as a credit control measure.
How do I set a Contact as Inactive?
Navigate to CRM > Contacts. Click the Options dropdown menu for the Contact of your choosing, and select Set Inactive.
To access your Inactive Contacts, navigate you CRM > Contacts, and click the Inactive Contacts tab.
How do I set the Contact back to Active?
It's easy! Just select Set Active in the Options dropdown menu.