Inactive clients

Change a client's status to inactive

In the
Clients
screen, select the client, then select
Edit
.
Select the
Main
tab and in the
Inactive date
field, enter the date the client closed their business or the date you ceased providing services for the client.
In the
Inactive reason
field, select either
Business closed
,
Business sold
, or
Canceled service
.
(Optional) You can also choose to enter more detailed notes in the
Explanation
field.
Select
Enter
. The client will now be removed from the active client list.

Display inactive clients in the

Clients

screen

Exclude inactive clients from reports

Select
File
,
Print Reports
, then select the firm report you want to print.
In the Filtering and Sorting section, select the
Client
tab (if present).
In the
Filter by
field, select
Status
.
In the
Method
field, select
is
.
In the
Selected
dropdown menu, select
Active
.

Make inactive clients active

Select
Setup
, then
Clients
and mark the
Include inactive
checkbox, if it's not already marked, to display the client record in the list.
Select the
Main
tab, then select
Edit
.
Remove the date in the
Inactive date
field in the
Main
tab of the
Clients
screen.
Select
Enter
to save the changes. The client will now display in the active client list.