Delete, deactivate, and reactivate contact records in Contact Management

Overview

Things to know

• Deleting a contact record removes its association with any customer or location records and also permanently removes the record and its contact data from ServiceTitan. Deleting a contact can’t be undone.

• Deactivating a contact keeps the record intact while moving it to an inactive state. Deactivated contacts retain associations with important records like invoices and maintain their relationships with all entities.

• You can reactivate deactivated contacts at any time from Contact Hub > Inactive tab. Reactivated contacts reappear on any previously associated customer or location records.  

Delete a contact from Contact Hub

1. Open Contact Hub, then click the Active or Inactive tab, depending on the type of contact you want to delete.

2. Search or filter for the contact you want to permanently delete.

3. Select the contact, then click Delete .
   

4. Review the confirmation pop-up that opens, then click Delete.
   The contact is now permanently deleted from ServiceTitan.

Delete a contact from a customer or location

1. Open the customer or location record, then click Edit   or View more from the Contacts section.

2. On the All Contacts screen that opens, locate the contact you want to permanently delete, then click More .

3. In the dropdown that opens, click Delete.
   

4. Review the confirmation pop-up that opens, then click Delete.
   The contact is now permanently deleted from ServiceTitan.

Deactivate a contact from Contact Hub

1. Open Contact Hub, then click the Active tab. 

2. Search or filter for the contact you want to deactivate.

3. Select the contact, then click Deactivate.
   

4. Review the confirmation pop-up that opens, then click Deactivate.
   

The contact is now inactive and disappears from any customer or location records it was previously associated with.

Deactivate a contact from a customer or location

1. Open the customer or location record, then click Edit   or View more from the Contacts section.

2. On the All Contacts screen that opens, locate and select the contact you want to deactivate.

3. Click Deactivate.
   

4. Review the confirmation pop-up that opens, then click Deactivate.
   The contact is now inactive and disappears from any customer or location records it was previously associated with.

Reactivate a contact

You can reactivate deactivated contact records in Contact Hub:

1. Open Contact Hub, then click the Inactive tab. 

2. Search or filter for the contact you want to reactivate.

3. Click Activate.
   

The contact is now active and reappears on any customer or location records it was previously associated with.

Want to Learn More?

• See Create a contact record in Contact Management

• See Edit a contact record in Contact Management