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Designating clients as inactive


Use the procedure in this topic to designate clients as inactive.

To designate clients as inactive

  1. You cannot completely delete a cient from the

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    . 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.

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