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. If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

  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.