Deleting a contact

CRM - Contact Management - Contact List

You can delete a contact, but only if it has not been used in Mamut Online or Mamut Business Software. If it has been used, for example on an order, you can instead set the status of the contact to Inactive. Note that the ability to delete or deactivate a contact is dependent on your role. If you have a restricted access role you might only be able to access view mode, not edit mode. Read more about roles here.

How to delete or deactivate a contact

Go to CRM - Contact Management -Contact list.
Find your contact by searching and then click on Go to contact under the Action column. Read more in Searching for a contact
Click Delete at the top right corner of the contact card.

If the contact has not been used anywhere in Mamut Online or Mamut Business Software you will receive a notification to click the confirmation button Delete. If the contact has been used, you instead get the option of deactivating the contact, making it inactive.

When a contact is inactive it will not be shown in the default contact list. You can however filter to show all your inactive contact.

How to show inactive contacts

Go to CRM - Contact Management - Contact list.
Click Show inactive at the top left of the screen contact list.

The contact list now shows inactive contacts. If you now choose to print the contact list, inactive contacts will be shown as well.