Inactivating or Deleting Contacts

If you don’t have a relationship with a contact anymore, you can inactivate their record.

To inactivate contacts:

The contacts you checked won’t show up in the 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 contacts you want to inactivate.

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

You can also delete a contact you created if it’s not linked to any other records.

To delete a contact:

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

  2. Click Edit next to the contact you want to delete.

  3. From the Actions menu, select Delete.

Related Topics

General Notices