Delete or hide a contact

This article explains how to delete or hide a contact from your FreeAgent account.

If you accidentally create a duplicate of a contact but haven’t entered any invoices or bills for them yet, you can just delete that contact. Once you've entered an invoice or a bill for a contact, that contact cannot be deleted, but alternatively you can hide the contact.

How to delete a contact

Navigate to the ‘Contacts’ tab and select the contacts name you want to delete.


Next, If a contact doesn't yet have any entries against it, you will see the ‘Delete Contact’ button. Once you select the button the contact will automatically be removed from your FreeAgent account.

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How to hide a contact

Navigate to the ‘Contacts’ tab and select the contact’s name.

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Select the ‘Hide contact' button.

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Now they will no longer appear in the main contacts tab or in any drop-downs when creating invoices or bills.

Change the view so that only Active Contacts are visible

If you wish to have a view that doesn’t show hidden contacts, then navigate to the drop-down menu beneath Contacts and select the ‘All active contacts’ option.

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After this, only active contacts will be shown on this page. You can select other options to view from the drop down menu.

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