How to Set a Contact or Household to Active or Inactive

How to Set a Contact or Household to Active or Inactive

All default filters on the Contact Workspace are set to only show active records. Most lists in the CRM will also automatically exclude inactive records.

Setting a record to inactive is an important tool for keeping accurate history, but not cluttering up your visible records with people you will never speak to again. It is especially important for handling deceased clients.

To set a record to Inactive

  1. Go to the Contact Workspace.
  2. Move the cursor over the record you want to set inactive and find the More Actions button. Click It.
  3. Select Set Inactive.
  4. Remove the Tier and Service Levels by setting them to Unassigned and None resepctively.

  Note:

  • When you set a Household to inactive, it will not automatically set its members to inactive.
  • You will need to do the above steps for each member as well.

  Alternatively:

  • You can also do this using the More Actions button with in a Contact or Household record.

To set a record to Active

  1. Go to the Contact Workspace.
  2. Move the cursor over the record you want to set active and find the More Actions button. Click It.
  3. Select Set Active.

    4.   Alternatively:

    • You can also do this using the More Actions button with in a contact or household record.

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