Contact Management - Make Companies Active or Inactive

Data Entry Steps

1. Click 'Contact Management' icon on the left menu.
2. Click the record count number shown to the right of Active Companies. This will refresh the page and show the active companies listing.
3. Enter some text to filter the active companies list.
4. Click on the Company record to review their profile.
5. Click the pencil/edit icon next to the Company Profile heading.
6. Check or Uncheck the 'Active' field to change the status.
7. Click the 'Save and Close' or 'Save and New' button at the bottom.