Clean up inactive contacts

Over time a client’s ConnectWise company collects inactive contacts: duplicates of people who are still there, and people who left without ever raising a ticket. Inactive Contact Cleanup finds them and, after you review the plan, merges or deletes them in ConnectWise.

1. Open the company’s Settings and select Inactive Contact Cleanup.
2. Click Analyze Inactive Contacts. ConnectActive lists the inactive contacts it would remove, each with a reason and an action plan, and those it would leave as they are.
3. Check the list. Click SKIP on any contact to leave it alone (UNDO brings it back).
4. Click COMMIT. STOP halts it part way. When it ends, it says Process Completed!

What it plans

Reason	Plan
No records associated with Inactive Contact	Delete the contact
Matched by email address …	Merge it into the active contact with that address
Matched by first and last name	Merge it into the active contact with that name
Multiple Active Contacts matched …	Left as is: ConnectActive cannot tell which to merge into
Has historical records	Left as is

Deleting and merging change ConnectWise and cannot be undone from ConnectActive. Review the plan before you commit.