Making a contact inactive

Make a contact record 'inactive' when you want to stop the record showing in drop down lists in Synergy. Change a contact to be inactive if it cannot be deleted as it is already linked to projects, bills / expenses, or attached to any personnel records.

1. Go to contacts list and
   • Select the check box(es)  on the row left for each item you want to mark as inactive.
   • Click the multiple rows action button  and choose 'set as not active'.
2. The list refreshes and the item(s) have been updated.

Tips:

• Use the list filter 'all' to find both active and inactive contacts.