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  • Deactivating and reactivating a customer or supplier

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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.
    Supplier dropdown list showing selectable contacts

 

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titleTo deactivate a contact

To deactivate a contact

  1. Go to the Contacts menu and choose View contacts.
  2. Click the name of the contact to be deactivated.
  3. Deselect the Active option.
  4. Click Save.
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titleTo reactivate a contact

To reactivate a contact

  1. Go to the Contacts menu and choose View contacts.
  2. To see inactive contacts, select Inactive from the list.
  3. Click the name of the contact to be reactivated.
  4. Select the Active option.
  5. Click Save.

Viewing deactivated contacts

To view deactivated contacts in your contact list, select All contacts or Inactive from the dropdown list.

Contacts page with contact type dropdown list opened

 

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titleRelated topics
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Adding, editing and deleting customers and suppliers

Viewing and entering contact information

Finding a customer or supplier

Using contacts in transactions

Analysing your contacts

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