Inactivating or Reactivating a Client Type

An item should be made inactive if you are setting up data and want to restrict its use until the item is completely set up or ready, or if you no longer require the item in any capacity but may want to reactivate it in the future.

When you inactivate a Client Type:

Client profiles already assigned to this Client Type remain unchanged.

It is no longer selectable from any forms or menus.
It can still appear in reports.
It does not appear in search results unless Inactive is selected from the Advanced menu.
If you inactivated the item in Central Office, the item becomes inactive in associated locations as well.

To inactivate a Client Type

Locate the Client Type and select it.
Select Edit.
Select the Active switch to toggle it to Inactive.

Select Save.

To reactivate a Client Type

Tip: Remember to select Inactive from the Advanced Search menu to search for inactive items. Also remember that only the owner (as determined by the Owned By field) of the item can inactivate or reactivate it.

Locate the Client Type and select it.

Select Edit.
Select the Inactive switch to toggle it to Active.

Select Save.