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.
- 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'.
- The list refreshes and the item(s) have been updated.
- Use the list filter 'all' to find both active and inactive contacts.