Inactivate/Reactivate an Other Interest

1. Access the Accounts area and locate the other interest in question.
   1. To access Accounts from the Home screen, do one of the following:

   1. • Click Accounts on the navigation panel.
      • Click Areas > Accounts on the menubar.
      • Click the down arrow next to Home on the options bar and select Accounts.
      • Click Locate on the options bar.

   To access Accounts from another area of the program, do one of the following:

   • Click Home > Accounts on the menubar.
   • Click the down arrow next to Home on the options bar and select Accounts.
   • Click Locate on the options bar.

   2. In the Locate account dropdown menu, select Other Interest.
   3. In the Locate by dropdown menu, select the appropriate option.
   4. Select the suitable checkbox or checkboxes to the right.
      • Additional Interest
      • Bill to
      • Certificate Holder
      • Active
      • Inactive
   5. Enter the first few letters of the name, lookup code, phone number, etc. (depending on the selection in the Locate by dropdown menu) and press [Enter] or click Locate.
      
      Note: Location by phone number searches all phone numbers associated with client and contact accounts (e.g., residential, mobile, fax).
   6. The Results list displays all of the accounts that match the criteria you entered. Click on a column heading to sort the list by that category. For example, click the Last Name column heading to sort by last name in ascending order. To sort in descending order, click the Last Name column heading again.
2. Highlight the other interest in the Results list and then do one of the following:
   
   • Click the down arrow next to Actions on the options bar and select Inactivate/Reactivate Other Interest.
   • Click Actions > Inactivate/Reactivate Other Interest on the menubar.
   • Right click on the highlighted other interest and select Inactivate/Reactivate Other Interest.

You can do the following from here:

• Reactivate an Other Interest

  The Reactivate Account window displays, prompting you, "Do you wish to reactivate [LOOKUP CODE]?" Click Yes.

• Inactivate an Other Interest
  1. In the Inactivate Account window that displays, enter a Reason for the inactivation, or choose a Reason from the dropdown menu.
     
     Note: For instructions on adding an inactivation reason to this menu, see Inactivation Reasons Configuration.
  2. Click Finish or press [Enter].