Inactivating or reactivating a record

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If you have records that you rarely use—for example, a card you created for a one-off sale—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.

To inactivate (or reactivate) a record

Display the list to which the record belongs. For example, if you are making changes to an account, display the Accounts List window; if you are changing an item, display the Items List window, and so on.
Locate the record you want to inactivate (or reactivate) and click the zoom arrow ( ) next to it. The record’s details appear.
If you are inactivating or reactivating a card, account, activity or item, click the Profile tab.
Select (or deselect) the Inactive [...] option.

Related topics

Changing a record

Deleting a record

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To inactivate (or reactivate) a record

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