It’s really easy for things to get cluttered in
CleanTelligent and occasionally you need to clean things up. Whether you’ve
lost a client, one of your employees is no longer with your company, or if a
location is no longer being serviced you will want to clean things up and
declutter your CleanTelligent account. This is super easy to do and is
completely reversible, so you don’t need to worry about losing any data.
The way we declutter an account is by Inactivating a Record
What’s the difference between inactivating a User vs a
Record you ask? Users, either Contacts or HR, should be inactivated when
the individual is still with the company, theirs or yours, but no longer needs
access to the CleanTelligent software. This allows you to keep a
Contact or HR record’s information in the system so you can still search for
them and see what they were assigned to in the org chart. [RB1] A
Contact or HR Record should be inactivated if the individual is no
longer with the company. This will not only remove their access to CleanTelligent
by automatically inactivating their user info but will also remove them from
the org chart and they will only be searchable if you manually switch from the
default Active record search to an Inactive record search.
To inactivate a User’s login, navigate to the record in
either the Contacts or HR search page and click the name. You will know that the User information is
active because there is a silhouette icon to the left of their name like this,
From the record’s page click Edit next to the User
For a refresher on activating and inactivating users see our Knowledge Base article Giving an Employee or Contact Access to CleanTelligent
Again, navigate to the record you want to inactivate through
either the Contact or HR search page and click the name. This will take you to
the record’s information page. To inactivate the entire record, click Edit
next to the Main Information title.
Then scroll down to the Status Information section of the
page. Change the New Status dropdown from Active to Inactive.
Scroll back up and click the Save button.
You will notice that when you search for that record it
won’t show up in the results anymore unless you switch the status drop down
from active to inactive.
If you are no longer providing any services to a specific
location you will want to inactivate that service location.
Inactivating a service location can be done from the service
location’s record page. Just search for the service location and click on the name.
From the service location’s record page click on Edit next to the Main
Information title, scroll down to the status and switch it from Active to
Inactive. Be sure to click on Save to make your changes.
Inactivating a client is a high-level function that will not
only inactivate the client record but all the records associated with it, so
only use it if you no longer do business with that client. It will inactivate
the client, including service location records, contact records and all user
information associated with the client. Only use this if you are sure you are
no longer doing business with that Client.
To inactivate the Client, go to the Clients search and
navigate to the client record page. Click Edit next to the Main
Information title, scroll to the status section and switch the status from
Active to Inactive. As always, be sure to click on Save to make your changes.
Let’s face it, accidents happen. If you accidentally
inactivate the wrong record or if you need to reactivate a record or user for
any other reason, CleanTelligent has you covered. Inactivating a record or user
doesn’t actually remove any of the information so you can easily navigate to
and reactivate the relevant record or user.
To do this, first go to the search page for the record type
you are trying to reactivate and switch the Status dropdown from Active
to Inactive, type the name of the record you want to reactivate into the
search field and click the Search button.
From here, if there are multiple results, click the name of
the record you want to reactivate and it will take you to the record page. (If
your search returns only one result then CleanTelligent will take you directly
to the record page)
From here, to reactivate the record, just click Edit next
to the Main Information title, scroll down to the Status section and switch the
New Status from Inactive to Active and click the blue Save
button at the top of the page.
To reactivate a User, meaning to give them access into
CleanTelligent again, follow the steps outlined in our Knowledge Base article Giving
an Employee or Contact Access to CleanTelligent