Make Contact Active or Inactive

  1. Go to Contact Management.
  2. Click the record count number shown to the right of Active Companies. This will refresh the page and show the active companies listing.
  3. Enter some text to filter the active companies list.
  4. Click on the Company record to review their profile.
  5. Scroll down to the Contacts section.
  6. Click the Contact record within the grid. This will refresh the page.
  7. Click the Edit button.
  8. Select or clear the Active checkbox to change the status.
  9. Click the Save and Close or Save and New button.