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These two options should be applied for different scenarios
Contact not used anywhere else in system yet - Delete
Contact used in system e.g. attached to matter/transaction - make inactive
All the options above must be done from inside the contact. A contact can be accessed by going to the Contact ID tab across the top navigation bar and then using the search function to find the contact.
How to make inactive
From inside the contact, scroll down to the bottom of the first tab, just above Contact Details.
Untick the Active checkbox
Save the contact
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How to delete
From inside the contact, scroll down to the bottom of the page and on the far right click on the red delete button.
If this button is greyed out, this contact will have been used elsewhere in the system and you should use make inactive option or edit the contact as needed.You will need to confirm that you are deleting this contact and read the warning message before continuing.
Changing contact details
An alternative to the two options above is to change the details held for that contact if they are not correct.
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