Inactive clients with no left date are included in client list when using edit multiple clients
Scenario
When you use
Edit Multiple Clients
to change or add engagements or projects to more than 1 client, the initial list of clients presented includes clients whose Status
is Inactive
if they don’t also have a Left Date
.This is a known issue that will be addressed in a future version of Practice CS.
Solution
Filter the client list in
Edit Multiple Clients
to exclude inactive clients before selecting the clients to be changed as follows:- Go toSetup, thenClients.
- SelectEdit Multiple Clients.
- Select the action to perform: Add Engagements, Add Projects, Change Client Information, or Change Engagement information and selectNext.
- If theFilterfield is not visible, select
next to the Searchfield to expose theFilterfield. - In theFilterfield, enterStatus. Then, in theMethodfield enteris.
- In theSelect...field, enterActiveand pressEnteron your keyboard. The client list should now include only clients withStatusequal toActive.
- Choose theSelect All >>button, then selectNext.
- On the next screen, take action according to the option you selected in step 3.
