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?

  1. 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.
  2. 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.
  3. 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.

How do I completely delete a Contact?

To completely delete a Contact, you need to first set them to Inactive. After they are set to Inactive, you can find them in the Inactive Contacts tab.
From there, just select the Options menu, and click on Delete and then confirm.
If you're trying to add a Contact, and it says their email address has already been taken, it's very likely that you'll find them in Inactive Contacts. 
If you definitely want to use that email address and it's already used for another Contact or for a member of your Staff, you'll have to completely Delete that other user so that the email address can be used for a new Contact. You should find them in Inactive Contacts and then use the Delete option there (this is permanent), and then you'll be able to use that email address to create a new Contact.
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