Inactivating or reactivating a record

Lists > Inactivating or reactivating a record

Inactivating or reactivating a record

If you have accounts, cards, items, inventory locations, activities, jobs, departments or escrows and trusts that you rarely use—for example, a card you created for a one-off sale or purchase—inactivating them after use will remove them from selection lists. Your list of records will be shorter and consequently, selecting the record you need will be easier. You can still use an inactive record in transactions by manually entering the record name.

You can also choose to hide inactive records from the main list making it easier to scroll through the lists.

To inactivate (or reactivate) a record

1	Display the list to which the record belongs. You can display the list from the appropriate menu or command centre. For example, if you are inactivating a card, go to the Lists menu and choose Cards, or go to the Card File command centre and click Cards List.

2	Locate the record you want to inactivate (or reactivate) and click the zoom arrow () next to it. The record’s details appear. For cards, accounts and items, select the Profile tab.

3	Select (or deselect) the Inactive Card option.

To hide inactive cards or items from lists

1	Go to the main list, for example in the Card File command centre click Cards List. The Cards List window appears.

2	Select the Hide Inactive option in the bottom right corner of the list. This will hide the cards marked inactive from this main list. You can select and deselect this option. The same holds true for accounts, items, inventory locations, activities, jobs, departments and escrows/trusts.

3	Click Close to close this window.

▪	Changing a record

▪	Deleting a record

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