If you no longer want to use a customer or supplier, but can't delete them from MYOB Essentials (because they've been used in a transaction, for example), you can deactivate them. This is usually a better option than deleting them, which permanently removes their details. When you deactivate a contact: - the contact’s details are stored in case you need them in the future
- they're removed from reports (some reports, like the Contacts report, have the option to include inactive contacts)
- the contact's transactions remain unaffected
- the contact won’t appear in lists of available contacts when you enter transactions. This reduces clutter, making it easier to find contacts.
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title | To deactivate a contact |
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| - Go to the Contacts menu and choose View contacts.
- Click the name of the contact to be deactivated.
- Deselect the Active option.
- Click Save.
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title | To reactivate a contact |
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| - Go to the Contacts menu and choose View contacts.
- To see inactive contacts, select Inactive from the list.
- Click the name of the contact to be reactivated.
- Select the Active option.
- Click Save.
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To see view deactivated contacts in your contact list, select All contacts or Inactive from the dropdown list.
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