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Deactivating and activating entities

If you have the appropriate permissions, you can deactivate entities, when you are no longer updating their records, and hide them so they do not appear in the NexJ CRM user interface. If needed, you can reactivate entities at a later time to unhide the records.

Deactivated entities remain in the system and retain all of their associated information, such as documents and relationships.

When you deactivate an entity, it is hidden from any workspace data tables, searches, For fields in selection dialogs, and the About field for conversations. Although deactivated entities are not shown when you search or filter a data table, you can include them by using a filter chip search for entities whose Client State value is Inactive. Deactivated entities are visible in saved lists that include the entity.

To deactivate an entity, you can choose from the following options:

  • On the Contacts workspace, in the data table, click the More Actions button
    for the entity record and select Set Inactive.
  • On the detail page, in the entity's banner click the More Actions button and select Set Inactive.

To reactivate an entity:

  • On the Contacts workspace, click the Filter options button
    and add the Client State filter chip. Use the Client State filter chip to filter the data table to display Inactive entities. Select the entity record that you want to reactivate, click the More Actions button and select Set Active.

You can also also deactivate or reactivate multiple entities at a time using a batch update by selecting the required entity records in the data table on the Contacts workspace, clicking the More Actions button in the data table toolbar, selecting Update > Client State, and selecting either Deactivate or Activate as required.

  • Searching and filtering contacts - Use filters and filter chips to filter data tables on workspaces.
  • Saved lists - Create saved lists and add them to your favorites. Add a favorite saved list to the Contacts workspace to display only the entities that are members of the list in the data table.

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