Enhanced interface

Inactivate or delete contacts

You can deactivate a contact you no longer use to remove it from lists and dropdowns. You can also delete a contact from the Contacts list. After you delete a contact, it cannot be restored. If you're unsure if you want to delete a contact, set its status to Inactive.

You cannot delete a contact referenced in another area of the company. Instead, delete or remove the reference in those areas before deleting the contact. Common areas that refer to contact records include the following:

Customers
Suppliers
Projects
Employees
Dimensions
Recurring transactions

If you want a warning to appear before deleting a contact, select the Warn on Delete checkbox in your My preferences page. Select your login name at the top of any page and select My preferences.

To deactivate a contact:

Go to Company > Setup > Configuration > Contacts.
Find the contact that you want to deactivate.
Select More actions > Edit at the end of the row.
Set the Status of the contact to Inactive.
Select Save.

Go to Company > Setup > Configuration > Contacts.
On the Contacts list, find the contact you want to deactivate, and then select Edit.
Set the Status of the contact to Inactive, and then select Save.

To delete a contact:

Go to Company > Setup > Configuration > Contacts.
Find the contact that you want to delete.
Select More actions > Delete at the end of the row
Select Delete to confirm.

Go to Company > Setup > Configuration > Contacts.
On the Contacts list, find the contact you want to delete, then select the checkbox at the end of the row.
Select Delete.
Select OK on the confirmation dialog box.