It is showing that we have this as an option but it is not showing up in the contacts account to make a contact Active/Inactive. It is also not showing up in the actions button where we can make a contact inactive.
How do we get this updated? In the screenshot it is showing that we have done it before, make accounts inactive.
Hi @CTimblin6,
This is not a default functionality – someone in your portal created a custom property ‘Active/Inactive’. That’s why it’s not showing up in the dropdown.
You can place it in the left sidebar for easy access: Customize records
Best regards!
Ok, thanks for that. Ultimatly I am trying to make contacts inactive vs deleting them. How do I make a contact inactive?
@CTimblin6 there is no such feature at the moment.
This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Inactive-Companies-and-Contacts/idi-p/943870
These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I’d recommend commenting and upvoting.
You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I’d appreciate it, too.
Best regards!
This is helpful. Then with the custom field we created. I was able to add it in to the left column. So we could add in active vs inactive correct? Then if we download the list will that field be exported? Also would we be able to filter by this field?
@CTimblin6 you would be, yes, it’s simply that this field doesn’t have any effect beyond storing the information about active / inactive. The CRM won’t treat those contacts differently but yes, you’ll be easily able to identify them via export, lists, filters, reports etc.