Deactivate a Contact in the Company Directory

背景

Procore 的一些项目工具为项目团队成员提供了创建"联系人"的功能。在 Procore 中,联系人是可能需要其姓名作为数据输入值的一部分但没有用户账户登录 Procore 的人员。联系人示例包括工艺工人、临时工或季节性员工,或与任何项目团队无关的现场访客。有关 Procore 中联系人的其他信息,请参阅Procore 中的"联系人"是什么?哪些项目工具支持此概念?

Things to Consider

Steps

  1. Navigate to the Company level Directory tool.

  2. Navigate to the Contacts tab.

  3. Mark the checkbox next to one or more contacts you want to inactivate.

  4. Click Bulk Actions and select Inactivate.

  5. In the 'Inactivate Contacts' window, click Inactivate.
    The inactivated contact's record is moved to the 'Inactive Contacts' tabs in the Company level Directory tool and in any Project level Directory tool for projects the contact was associated with.

See Also

Loading related articles...