How Do I Manage Non-Active Contacts?

Navigation: Contacts > System Groups

In some circumstances, you may wish to make someone a Non-Active Contact. Non-Active Contacts automatically go into the ‘Non-Active Contacts’ system group once their ‘Contact Status’ is made ‘Non-Active’ - to find out how to do this, follow the steps below:

Changing Contact Status

When changing a contact status to 'Non-active', please note the following rules apply:

• Contacts will no longer be able to log in to their account
• They will be moved out of the 'Master contact list and into the system group 'Non-active contacts'
• If the contact is in a group that you are sending an email to, you will need to 'opt them in' for receiving the email

Making a contact non-active does not stop them receiving emails regarding any debt that is scheduled against their record (e.g. a payment requests email/payment reminder emails). When managing leavers its important that they are removed from the group generating a debt to prevent any further payments being scheduled and that outstanding payment requests are deleted if they are not owed.

Step 1: Go to the record of the contact you wish to change the ‘Contact Status’ for. When in the record, click on the dropdown next to ‘Contact status’.

Step 2: Choose ‘Non-Active’ to change the contact to a ‘Non-Active Contact’.  

Step 3: Click save at the bottom of the page.

Once you follow these instructions the contact will be automatically moved into the ‘Non-Active Contacts’ system group.

Deleting Non-Active Contacts

Non-Active contacts can be deleted by following these steps:

• Navigate to Contacts > System Groups
• Click into Non-active Contacts
• Select the contacts > Actions > Delete (Step 1 of 2)