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Make the Contact Inactive

  1. Open the Contact

  2. Untick the Active button

  3. Save the contact

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Archiving the Matter

  1. Find the Matter on the Matter list

  2. Select Close from the Actions on the right hand side

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  3. Confirm the Close of the matter

  4. Choose Archive matter on the bottom right hand side of the matter screen

  5. Confirm the archive of the matter

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