Inactivate Accounts and Contacts

In this article:

• Inactivate an Account or Contact
• Reactivate an Account or Contact
• Display Inactive Items on the Account and Contact Lists
• Search for Inactive Accounts and Contacts

Inactivate an Account or Contact

1. Go to the details page for an account or contact you want to inactivate.
2. Click the more_vert menu icon.
3. Click Inactivate Account or Inactivate Contact.
4. The account or contact is now Inactive.
5. Inactive accounts and contacts will be labeled on their respective hierarchies. For more information about account and contact hierarchies, please see Account and Contact Hierarchies.

Reactivate an Account or Contact

1. Go to the details page for an inactivate account or contact.
2. Click the more_vert menu icon.
3. Click Activate Account or Activate Contact.
4. The account or contact is now Active.

Display Inactive Items on the Account and Contact Lists

1. On the account or contact list page, click the filter_list filter icon.
2. Switch Show Inactive on.
3. Click Save.

Search for Inactive Accounts and Contacts

1. Click search Search on the left.
2. Click inside the Filters field.
3. Check Inactive.

Your search results will now include inactive items.