Who can use this feature?
System & User administrators only
As an admin, you can deactivate a client team (previously contact book) when it is no longer needed.
Note: You can only deactivate an empty client team. Before deactivating a client team, you must remove all its members. Make sure you add any client members to another client team that includes at least one active staff member.
To deactivate a contact book:
- From your desktop, click on the administration menu
- Click on Client Teams.
- Locate the client team you wish to deactivate.
- On the client team page click on Delete.
- A confirmation modal will open. Click confirm.
To see your inactive client team, go the client menu and select Inactive in the filter options.