Support Center

When a person no longer acts for your company, deactivate their contact record. Deactivating keeps the history of what the contact did but stops the record from being used.

Before you start

• If the contact is the Primary Contact, DER, or Safety Officer, assign that role to another active contact first. See Assign the Primary Contact, DER, and Safety Officer.
• The primary company contact cannot be removed while they hold that role.

Steps

1. Open Company > Contacts.
2. Select the contact's checkbox and choose Deactivate, or open the contact and select Deactivate on the General page.
3. Confirm that the contact no longer appears in the default (active) list.

Tips

• To find an inactive contact, set the Status filter to ALL.
• Review branch assignments and any notification destinations that used this person's phone, fax, or email.