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Click on "Expand all" to open the full Organization record. This will remain in effect when you choose other records, which makes it easier to identify the differences between the two records. Recommendation: if you have two monitors at hand, then open up two sessions of FOLIO in different browser windows so that you can have each of the Organization records open at the same time.
Cleaning up inactive contacts:
We now have the ability to mark a person as "inactive", so we can use that when a person leaves an organization. As we move forward in this cleanup, however, we have decided that it makes no sense to save all of these "inactive" people in FOLIO. We decided on 2/14/20 (confirm this!) that it is OK to delete contacts who have a "ZZZ", or something similar indicating that their no longer a valid contact, at the start of their last name. You can either delete these individuals, or edit their names to remove the "ZZZ" and change their status to "inactive".
1.) We will delete any of the contacts that got loaded into FOLIO that had a ZZZ in the name. All of the old contact information is stored in this Box folder: https://cornell.app.box.com/file/576214961573 so we have a historical record.
2.) If a contact has become inactive since January 2020, we will make the contact “inactive” and remove them from the organization, as it requires multiple clicks to see the “inactive” status. FYI- the only way to find that contact again, at this point, is to be on the “contact people” part of an organization, and then click on “add contact” and then you get a list of all contacts in which you can see and limit by inactive/active.
To change the status, if you choose:
Click on the 'expand' arrow to the right of the contact's name:
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