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Deactivate an Individual Contact with a Business
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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.

  1. On the Business Contact's Overview tab, click the  icon adjacent to the individual you wish to deactivate.

  2. De-select the Active check-box. The End Date will automatically be populated with the current date.

  3. 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.

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