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How to make a client contact as inactive
Step 1: Click on Clients tab on the top menu
Step 2: On the Manage Clients screen, the list of all the existing clients will be displayed. Click on All Clients. Search the client for which client contact needs to be made inactive. To search a client, please refer “How to Search a Client”
Step 3: Hover mouse over the gear icon of the client for whom client contact needs to be made inactive and click on “Edit” icon
Step 4: On Edit Client screen, click on the Contacts tab present on the top of the screen
Step 5: The list of all the contacts for that client will be displayed. Go to the contact which you want to make as inactive and Hover mouse over the gear icon of that client contact and click on “Edit” icon
Step 6: On Edit Client Contact screen, uncheck the Active option and click on save button. The client contact will become inactive.