Inactivating or Deleting Contacts

If you no longer have a relationship with a specific contact, you can inactivate that contact’s record.

To inactivate contacts:

The records you checked no longer appear in the Contacts list unless you check the Show Inactives box.

  1. Go to Lists > Relationships > Contacts > Lists.

  2. At the top of the Contacts list, check the Show Inactives box.

  3. Check the Inactive boxes next to the contact records you want to inactivate.

  4. At the top of the list, click Submit.

You can also delete a contact record you created if it is not associated with any other records.

To delete a contact:

  1. Go to Lists > Relationships > Contacts > Lists.

  2. Click Edit to the left of the contact you want to delete.

  3. From the Actions menu, select Delete.

Related Topics

Contacts
Creating a Contact
Creating Categories for Contacts
Associating a Contact with a Record
Saving Messages from Contacts

General Notices