CRM: Setting Contacts as Inactive
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?
- Client has a large team. One member of the team leaves the business, and should not be able to access the portal. You shouldn't be able to assign tasks to them, but all of their history is relevant to others involved in the project, and you still need to be able to access that history.
- Client is intermittent. You may want to set them as Inactive when you don't have any active projects, but then set again as Active when you start back 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 in between.
- Suspend access as a credit control measure.
How do I set a Contact as Inactive?
To do this, just select the Options menu from the List or Card view and select Set Inactive.
How do I set the Contact back to Active?
It's quite easy, just go to the Inactive Contacts tab, and use the Options menu for the appropriate Contact and select Set Active.