Lists: Inactive list entries

When you mark a list item as inactive, it is hidden in any windows that use that list. For example, an inactive item from the Items list will be hidden in the Create Invoices window. Inactive list items still appear in reports and transactions. When you mark an item as inactive, its subitems are also marked inactive.

To mark a list item as inactive:

  1. Open the list or center containing the entry you want to make inactive. For example, if you want to make a customer inactive, choose Customers > Customer Center to open the Customer Center.
  2. Open the entry, and select the "Inactive" checkbox, and click OK.

You can also make an estimate inactive.

To view or hide inactive customers and vendors:

  1. For an inactive customers and vendors, choose the center for that item. For example, for customers, choose Customers > Customer Center to open the Customer Center.
  2. At the bottom of the list, go to the View menu. Choose either “Active Customer” or “Inactive Customers.”

To view or hide list items other than customer and vendors:

  1. From the Lists, Customers, or Vendors menu, choose the list containing the inactive items you want to hide.
  2. Clear the “Include inactive” checkbox.

    Clearing the “Include inactive” checkbox hides all inactive items; selecting the “Include inactive” checkbox displays inactive items in gray.