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Inactivate Contacts for an Inactive Account

Comments

6 comments

  • Holly Marchlewski

    David, if the account as been inactivated and you follow the above instructions you should be allowed to edit multiple contacts. On the Edit Multiple screen check the Designation Status box and search the dropdown for Inactive. This may appear grey but it is the status color like prospective status is red. If you are still having a problem, please enter a case on the help desk and someone will work further with you.

    In regards to pasting information into contacts phone #, you can use the standard Control key and C to copy and then Control Key V to paste into Ungerboeck phone number field. You may get a popup that asks if it is ok to copy, answer yes or ok and you should be good to go.

  • Carrie Spalding

    R.C.,

    If you inactivate the Contact under Account Status, it will inactivate the Contact for all Accounts it's related to, and the Contact itself will be inactive.  However, if you want to keep the Contact active you will have to inactivate the relationship for each Account individually.

    If you inactivate the Contact and then reactivate it, it will only be reactivated for the original organization it was linked to.

    Hope that helps,

    Carrie

  • R.C. Chancy

    If a person is a contact on multiple accounts, and we want to remove them from all of the accounts, do we have to remove them from each individual account, or is there a way to remove them from all of the accounts at once?

  • Holly Marchlewski

    Hello Kris,  The system is designed to keep the contact active because sometimes contacts are associated as the bill to or a registrant account and therefore would still need to be active in the system.

     

  • David Rayment

    A contact status shows as "inactive". This is inaccurate but it is "greyed out" and I cannot edit.

    On another note...

    How can information be copied into contact info? ie. copy a phone # from an email and paste it into a contact in ungerboeck.

  • Kris Corrigan

    why doesn't the contact be made inactive if the account has, the contact does go to an italic style font so what does this mean?

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