Is there a way to hide contacts?

When we offboard clients, our partners don’t like fully deleting them from the system in case we ever need anything from the work that we did for them. So is there a way to hide the contact, so they don’t show up in the regular contact lists, but are still able to be found by an admin?

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@Rebecca Robinson (great name btw!) unfortunately there isn’t currently a nice way to handle this. Most firms I think use a Contact Type to filter out churned/inactive contacts, and I think some also rename them to add some zzz at the start so they show at the bottom of lists.

Here’s a feature request I made that is my ideal solution though - give that a vote and comment if you think it would help you!

@Rebecca Robinson (great name btw!) unfortunately there isn’t currently a nice way to handle this. Most firms I think use a Contact Type to filter out churned/inactive contacts, and I think some also rename them to add some zzz at the start so they show at the bottom of lists.

Here’s a feature request I made that is my ideal solution though - give that a vote and comment if you think it would help you!

Thank you! I like your name as well!

I had actually already upvoted that, but thank you for sharing it anyways!