A contact must be active before you can select it for use. Active contacts are those that are currently being pursued. If you attempt to select an inactive or dormant contact, you are prompted to change its status to active before proceeding.
To activate an inactive contact record:
-
In the Navigation pane, select
.
-
Use the search field above the contact name to search for and select the contact record that you want to edit.
The
Contacts lookup displays records and applies the following indicators:
-
For inactive or terminated contacts:
- If you attempt to select an inactive contact record, a
Warning message displays with an option to make the contact active (if you have access rights). Select
Make Active to activate the contact before proceeding.
- If you attempt to associate a project record to a contact with a
Status of
Inactive or
Dormant, the Inactive Contact dialog box displays. Use this dialog box to change the status to
Active before proceeding.
Note that any links that were created for the contact prior to the inactivation or termination remain.
-
Click
Save.