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Making a contact inactive
Making a contact inactive
Updated over a week ago

Make a contact record 'inactive' when you want to stop the record showing in drop-down lists in Synergy. Change a contact to be inactive if it cannot be deleted as it is already linked to projects, bills/expenses, or attached to any personnel records.

  1. Go to the contacts list and select the check box(es) on the row left for each item you want to mark as inactive. Click the multiple rows action button and choose 'set as not active'.

  2. The list refreshes and the item(s) have been updated.


  • Use the list filter 'all' to find both active and inactive contacts.

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