Re-activating contacts when re-opening affiliations

I'm doing a best practice write up of changing primary contacts on records. sometimes contacts have been made inactive when they leave the project etc - so I am advising staff when changing a primary contact, they should also search the inactive contacts for that organisation.


Selecting an inactive contact - allows us to add it to the record and it re-opens/creates a new affiliation - However, it doesn't automatically make the contact record active again - so we are having to navigate back to that contact record and untick the Inactive button - surely this should automatically be made active if they have an open affiliation again?



  • Louisa Robinson
  • Oct 21 2022
  • Reviewed: Voting Open
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