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Make a person Inactive when they no longer have a relationship to your company (for example, a Client will no longer receive services, or a Caregiver quits or is terminated).
| Note |
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| It is highly recommended that as a best practice, you never edit or delete an existing status of a person or organization unless it was entered in error. Add a new status when the relationship changes with your office in order to maintain a clear history of progression and ensure data integrity of your records. Always add a new status when possible, unless directed by support staff in specific scenarios. |
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- Select the Person or Organization for whom you want to change the status, so their information is displayed on the screen.
- Click the Homepage tool Demographic menu in the ribbon and select Profile.
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