How To: Mark Contact Active or Inactive

Marking a contact as active or inactive is commonly used when a contact with linked Sales Orders has left your customer/company or is no longer required (such as a contact moving departments within a large organisation).

1. Open a Customer screen (show me how).
2. Load the required customer record.
3. Open the [ Customer | Detail | Address ] tab.
4. Click  on the top pane's action buttons to open the All Address Details dialog. This shows all active addresses in the top grid and all active contacts in the lower grid.
   Note: the  and  buttons immediately below each grid allow you to switch views.

Deactivate a Contact shown in the Active View

1. Focus on one contact or green-select multiple contacts to deactivate more than one.
2. Click on the  button in the bottom right of the dialog. This action sets the selected contact's inactivate_date field to today's date.
3. Click the 'OK' button to close the dialog.

Activate a Contact shown in the Inactive View

1. Click anywhere in the lower grid.
2. Click on the  button to show all inactive contacts.
3. Focus on one contact or green-select multiple contacts to activate more than one.
4. Click on the  button in the bottom right of the dialog. This action resets the selected contact's inactive_date field to zero (i.e. 30 Dec 1899).
5. Click the 'OK' button to close the dialog.

Data Query

When run in the Data Query screen, the following will list all Customers/Suppliers with inactive contacts:

SELECT co.company_code, co.company_name
 , CASE ad.atype_id
 WHEN '1' THEN 'Invoice'
 WHEN '2' THEN 'Delivery'
 WHEN '3' THEN 'Statement'
 WHEN '4' THEN 'Other'
 ELSE 'Unrecognised'
 END AS 'address_type'
 , ad.address1, ad.address2, ad.locality, ad.town
 , ad.county, ad.postcode, cy.country
 , ct.title, ct.forename, ct.surname
 , ct.inactive_date
 FROM contact AS ct
INNER JOIN address AS ad ON ad.address_id = ct.address_id
INNER JOIN country AS cy ON cy.country_id = ad.country_id
INNER JOIN company AS co ON co.company_id = ct.company_id
WHERE ct.inactive_date <> '1899-12-30 00:00:00.000'
ORDER BY co.company_code, ad.address_id, ct.contact_id
/************************************************************
 Customers - List Inactive Contacts
 
 This data query is provided as a teaching aid and is not
 covered by your support agreement
 
 17-Aug-2011 Created (GKS)
************************************************************/

Data Query is an Advanced User feature.

See Also

• Customer and Supplier Address tab