Setting the Inactive Status on a Contact Profile

The Inactive status on a contact profile can be set or removed directly from the profile or applied to multiple contacts at once from the Customer or Unit lists. Marking a profile inactive hides it from view by default, though filters can be adjusted to display inactive contacts when needed.

1. From the customer or unit list, open the contact's profile (if necessary, see Find or Search For a Contact for steps to locate them).
2. Select the Inactive checkbox from the Main tab on their profile, located under the Contact Information section.
3. Click Save and close the profile.

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Additional Information:

To change the Inactive setting for one or more contacts simultaneously, see Move a Contact to Another List, Change Inactive Status, or Delete.

Tip:  By default, profiles set as Inactive are filtered and hidden from view on the Customer and Unit Lists. To temporarily view all contacts from any contact list, click Clear Filters to clear any filters set. View

• Contact Profile Information
• Set a Default Discount & Other Contact Profile Settings