Inactivating a Person
Note: DO NOT change the Connection Status of a person when inactivating them. The Connection Status is kept for a history of their last level of involvement.
1. |
Edit Pencil - Click on the Edit Pencil to open person's edit person page. |
2. |
Select Inactive - Click on the arrow and select inactive from the drop down. |
3. 4. |
Select Reason - Click on the arrow and select the reason for inactivating from the drop down. Type Inactive Reason Note - Type the Inactive Reason Note for inactivating. Make sure to click on Save at the bottom of the page. Note: DO NOT change the Connection Status of a person when inactivating them. The Connection Status is kept for a history of their last level of involvement. |