Activate/Inactivate a Customer

In order to reduce the customer list and narrow search results to only active customers, you can designate customers as Active or Inactive, and filter your search accordingly.

Note: Customers that have been inactivated will display as Inactive in the Detail title bar.

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select Customers.
3. In the list, select the customer to activate or inactivate.
4. Click the Options button below the button bar.
5. Select Activate/Inactivate Client.