Designating clients as inactive
Use the procedure in this topic to designate clients as inactive.
To designate clients as inactive
You cannot completely delete a cient from the
. However, you can make the client record inactive by clearing the Active check box on the Edit Client window. This could be necessary, for example, when a single client has a duplicate record, such as a client who was both manually added to the system and also later imported from the HR or other database.
Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*