Mark connections as inactive contacts
Written by Avery Simmons
Updated at October 26th, 2021
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.
