Method:Classic General Q&A

Re: Deactivating Contacts?

Method_Ben — Mon, 16 Nov 2015 22:00:44 GMT

Hi Sarah,

My Mistake, The IsActive field that I mentioned when I originally made my last post is actually already a field listed in the Contacts Table. The reason you are unable to edit this field is because it is a Linked Field. Linked fields are fields which are pulling data directly from a different existing table and as such you will not be able to change its value.

The Idea behind my solution for you is still the same however. You'll need to add a YesNo field to your Contacts table with a name that does not already exist on the Contacts table (Perhaps call it ActiveContact)

Thanks Sarah. Let me know how you go!

Regards,

Ben

Re: Deactivating Contacts?

sdmo — Fri, 13 Nov 2015 20:47:58 GMT

OK, I may have spoken too soon. :/ i went through and added "IsActive" to the contacts screen. The contact view filters are all set to "IsActive" = "Yes" so I assumed that the contact I unchecked would not appear. However, the contact DOES show up. When I review their contact file, they are marked active once again. I've tried doing Save & Close, Save & New, to no avail- it just doesn't seem to stick if I uncheck the box. It's very strange!

Any ideas there?

Thanks again

Re: Deactivating Contacts?

sdmo — Fri, 13 Nov 2015 20:21:46 GMT

brilliant.

Re: Deactivating Contacts?

Method_Ben — Fri, 13 Nov 2015 20:13:46 GMT

Hi Sarah,

Ah I see, Makes sense. The Tag option is definitely a good solution there. Another way you might approach this would be to add a YesNo field (Checkbox) to the Contacts Table , and then Customize any grids displaying contacts to filter for Contacts with the field set to 'Yes'.

Thanks Sarah.

-Ben

Re: Deactivating Contacts?

sdmo — Fri, 13 Nov 2015 20:07:37 GMT

Hi Ben,

Great question! A lot of our contacts end up moving to different customers so we don't necessarily want to lose track of those people.

I suppose one workaround may be to tag them inactive? Is there anything else you might think of?

Thanks much for your quick response- I appreciate you guys!

Sarah

Re: Deactivating Contacts?

Method_Ben — Fri, 13 Nov 2015 19:31:25 GMT

Hi,

While you can make a Customer Inactive in Method, its unfortunately not possible to make a Contact Inactive. Only delete them.

Was there a specific reason you were Deactivating rather than Deleting? Perhaps we can come up with a workaround together.

Let me know if I can be of any more assistance. Thanks.

Regards,

Ben

Deactivating Contacts?

sdmo — Fri, 13 Nov 2015 19:16:23 GMT

Hi there,

Is there a way to deactivate, rather than delete a contact from a customer record?

Thanks in advance!

Sarah