Activate/Inactivate a Producer

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

Note: Producers 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 Producers.
3. In the list, select the producer to activate or inactivate.
4. Click the Options button below the button bar.
5. Select Activate/Inactivate File.