Mark clients as inactive

Any clients that have been marked as active can be made inactive.

  1. From the Clients menu, select Clients list.
  2. Change the client list view to either Active clients or a custom view that includes all relevant clients.
  3. Select each client you want to make inactive.
  4. Select the Mark as inactive archive icon .

View inactive clients

Select the custom view menu then Inactive clients from the Predefined views section.