If you want to remove an Account from Raynet, you have two options. You can either Delete it or Invalidate it. Deleting it is permanent. On the other hand, invalidating it will ensure that the Account will not appear in list views, but it will still be stored in Raynet and you can recover it at any time.
Deleting an Account
Find this option on the Account detailed card after clicking the three dots » Delete
An Account can be successfully deleted only if the History is empty. That means that there are no activities (Tasks, Meetings...) or other records (Deals, Quotes...) linked to it.
Otherwise, you will get a pop-up warning, that the record cannot be deleted and you will need to delete the records that are linked to the Account first.
So if there is for example a Deal left in the History, you can click on it in the Account history to get to the Deal detailed card. Here you click the three dots button » Delete.
Another way to delete a Deal from the Account history is to link it to a different Account. On the Deal detailed card, click on the three dots » Settings » Account change
Invalidating an Account
If you invalidate an Account, it will no longer appear in list views. However, the invalidated Account will stay in Raynet and you can renew its validity at any time, unlike when you delete it.
You can also invalidate Accounts that are linked to any activities or records in History. This makes it much faster and easier compared to deleting them. The invalidation itself can be done on the Account detailed card, by clicking the three dots » Invalidate.
It is also possible to invalidate multiple Accounts at once. When you get to the list of Accounts, you need to select the Accounts you want to invalidate. You do this by using the checkbox in the list view. After selecting the Accounts, green buttons will appear above the list. Here, click on the Invalidate button » Invalidate. You can also invalidate the Contacts that are linked to the Accounts by using the checkbox.
In order to show invalidated Accounts in the list view, you must first pin the Validity filter. Click the button with the pencil icon » Add more filters » Validity. Then click this button and choose whether you want to show only invalid Accounts or all Accounts, including invalid ones. Invalid records are distinguished from other records by being grayed out.