Activate/Inactivate an Other Interest

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

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