There are two ways of removing a contact use in the system:
- Change the contact's system status to Inactive
- Delete the contact using
Here are the differences between each.
Changing a contact to Inactive
When a contact's status is changed to Inactive, they do not appear on the Find page unless the Inactive checkbox is checked.
The contact's history, including their schedules, interactions, associated contacts, etc. continue to show up on most reports, so history is still available.
Changing a contact's record in Inactive can be performed by users with Extended or Administrator security rights.
Deleting a contact
When a contact is deleted, they no longer appear in any part of the system except the Admin => Restore from Archive page.
All of their history is removed from schedules and reports.
Deleting a contact is a feature available only to Administrators.