Deactivating contacts in Exacc is a safe and reversible way to remove contacts from active use whilst preserving all historical transaction data and relationship history. This approach is preferable to permanently deleting contacts because it maintains data integrity for reporting, auditing, and compliance purposes whilst keeping your active contact list clean and manageable.
This guide explains when and how to deactivate contacts, including accessing the contact record, initiating the deactivation process, understanding the impact on historical data and future transactions, optionally documenting the reason for deactivation, and how to view or reactivate deactivated contacts if business circumstances change.
By the end of this tutorial, you will understand the difference between deactivation and deletion, be able to safely deactivate contacts whilst preserving historical records, and know how to manage your inactive contact database effectively. Let's get started!
Follow these steps to safely deactivate a contact in Exacc
Congratulations! You have successfully deactivated the contact whilst preserving all historical transaction data and relationship information. The contact is now removed from active selections and dropdown lists, keeping your working contact database clean and focused on current relationships. All past invoices, payments, and communications remain accessible for reporting and audit purposes.
Remember that deactivation is fully reversible - if business circumstances change and you need to resume trading with this contact, you can easily reactivate them through the Inactive Contacts filter. This flexibility makes deactivation the preferred option over permanent deletion in most business scenarios.
For further assistance with contact management, data archiving, bulk deactivation operations, or other Exacc features, please explore our comprehensive Help Centre or contact the Exacc Support Team.