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Mark connections as inactive contacts

Written by Avery Simmons

Updated at October 26th, 2021

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Table of contents

    Marking a Connection as Inactive

    Once a connection has been added to a primary contact, you can edit the contact to ensure that they are marked as an inactive contact. To get started, navigate to the contact profile of a primary contact in Canopy. Primary contacts are those you wish to add a connection to.

    Inactive Contact Permissions

    • Please note, some features listed are only available for tax resolution licenses.
    • Inactive contacts will not count towards your contact billing. 
    • Inactive contacts will not have access to the client portal.
    • Inactive contacts can only have Notes, Calendar events, Engagements, Notices, Transcripts, and Emails created for them. 
    • Only the Home, Notes, Communication, and Engagements tabs will be visible on an inactive contact's contact profile.
    • Inactive contacts can be filtered from the contacts list.
    • Spouses can be added to the primary contact's client portal. Contact your accountant and ask them to add your email to your spouse's client portal. 

    Permissions:

    • Manage Active/Inactive Contacts

    1. Click on the options menu in-line with a relevant connection.

    • The Options menu is only visible while hovering your cursor over the relevant connection.

    2. Choose Edit from the dropdown menu.

    3. If necessary, switch the Active toggle to grey.

    • If the Active toggle is set to grey, the client will be marked as Inactive and will not count towards your contact billing tier.
    • If the Active toggle is set to green, the contact will be marked as Active and will count towards your contact billing.

    4. Click Update.


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