Deactivate or activate an account or contact

Can I do this task?

You cannot delete an account or contact, only deactivate it. This way, you will have an audit trail. Deactivated accounts and contacts cannot be edited, and new relationships with other records cannot be created.

To view a deactivated account or contact, select Inactive Accounts or Inactive Contacts in the View list. You can reactivate the account or contact in the future, if desired, without reentering all the data.

  1. In the Navigation Pane, click Sales, and then click either Accounts or Contacts.
  2. Select the accounts or contacts you want.
  3. In the Records group, click Deactivate.

    - OR -

    • In the Records group, click Activate.
  4. Click OK.

Note

When you deactivate a record, all relationships created while it was active are still available, but you cannot create new relationships.

Related Topics

Work with Contacts

Work with Accounts

Managing Accounts and Contacts

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