Deactivate Resource Contacts

Depending on your role in WorkBook, you can deactivate contacts that you you no longer need in Resources - for example, if you are not currently working with the contact but you plan to work with them again in the future. You can assign that client company's activities to a new contact before deactivating the current one.

Note: You must have permission to add, delete, and modify resources to complete this task.

To deactivate a resource contact:

1. On the main toolbar, click Resources .
2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
3. Select the resource associated with the contact that you want to deactivate by completing any of the following actions:
   • In the Search in Grid field, enter the name of the resource, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select the resource type as your filter, and select the resource from the grid. For example, you can use Clients as the filter and then select the client name from the grid.
4. On the grid toolbar, click Resource Information /.
5. On the side toolbar of the resource information card, click Contacts .
6. Select the contact that you want to deactivate and click Set Contact Active/Inactive on the top toolbar of the Resource Information card.
7. Use the Deactivate Contact dialog box to assign the resource's activities to another contact.
   There must be more than one contact for you to reassign the activities to another contact.
8. Click OK.