This video shows you how to deactivate addresses and contacts, for example if the customer moves or a contact leaves the business. This should be the process rather than deleting the address or contact so that the audit trail of historic sales orders is maintained and also an address or contact can be reactivated at a later date if required. There are step by step instructions below the video.
To deactivate an address or contact:
Open the company record.
Move to the Address & Contact tab
Selectthe address or contact that you wish to deactivate.
Click on the Grid Actions button above the relevant grid.
Select Toggle inactive status.
Confirm in the popup, this will deactivate the address or contact so it will no longer be available for selection.
To reactivate the address or contact:
Open the company record.
Move to the Address & Contact tab
Click on the Grid Actions button above the relevant grid.
Select Toggle Show Inactive, so you can see the inactive address or contact.
Select the address or contact that you wish to reactivate.
Click on the Grid Actions button above the relevant grid.
Select Toggle inactive status.
Confirmin the popup and the address or contact will now be available for selection.
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