If an individual contact is no longer a part of a business organization, you may deactivate them. NOTE: It is not recommended that you delete individuals, as the database maintains historical information about you individuals.
- On the Business Contact's Overview tab, click the
icon adjacent to the individual you wish to deactivate.
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- De-select the Active check-box. The End Date will automatically be populated with the current date.
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- Click Done.
The de-activated individual will no longer be associated to the business, however, an individual record will be maintained and the individual will have a status of non-member (unless the individual is attached to another active association). NOTE: The individual's access to the info hub is not automatically revoked you will need to do this manually.