Edition: Professional, Business, Enterprise
User-level: All users
Contacts may need updates as they move, expand, or are no longer needed in your Synergy contact list. You can edit their details, change their type, deactivate them, or reactivate them if they become relevant again.
Editing an existing contact
Click Organisation dropdown > Contacts
or click "Active Contacts" on the Stats bar
Search for your contact using the search option at the top of the page -
Click the magnifying glass to expand the search feature
Type the contact name and press [Enter] on keyboard, or click Search
Click the contact name to enter the contact information page
Click the Edit button
Make your changes
Click save
Changing the contact type
Organisation menu > Contacts
Click the [...] ellipses to reveal the options available for this contact
You can now select to convert this contact to a Personnel, Individual, or Company
The options you have available will not include the type that it currently is in Synergy
If it was a company and you made it an individual, the personnel will remain added
If you change it from a company or individual and it has personnel, those personnel will be converted into individuals
Setting a contact as inactive
Organisation menu > Contacts
Find the contact
Check the checkbox to the left of their name
Scroll to the bottom of the page and click the drop down
Select Set as not active
If you make a Company or Individual with Personnel not active, it will also make the personnel not active.
Setting an inactive contact active again
Organisation menu > Contacts
Change the search view from active to Inactive in the drop down list
Apply a tick in the checkbox near their name
Scroll to the bottom of the page and click the drop down
Select Set as active
You now know how to edit contacts to fix mistakes, or update information, and how to make contacts active/not active.
Tips!
If you have a personnel with the incorrect parent contact, you can change your contact from Personnel, to an Individual and back to Personnel to be prompted for a (new) Parent contact.