Activate/Inactivate an Employee

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

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