Activate/Inactivate an Introducer

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

Note: Introducers 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 Introducers.
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.