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CRM Idea Center
Categories Accounts & Contacts
Created by Jessi Owens
Created on Aug 13, 2026

Ianctive status for Accounts and Contacts

Add the ability for authorized users to mark an Account or Contact as Inactive when that record is no longer relevant for day-to-day CRM activity. This is a systemic request beyond the capabilities of an Object addition.

Examples may include:

  • Closed businesses or locations

  • Deceased contacts

  • Retired contacts

  • Contacts who have permanently left an organization

  • Accounts that are no longer operational

  • Duplicate or legacy records that must be retained for historical purposes

  • Attach files