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Deactivate client/project

edited Jan 28, 2009 10:36PM in Daily Tips 2 comments

<p>You can de-activate clients and/or projects, whidh will prevent them from appearing in the dropdown when you create a new timebill/timesheet... Their data will still be in the system. <br/><br/>To deactivate a client:<br/>1. In My Account, click on the Account tab, and then on the "Clients" link.<br/><br/>2. Click on the name of the client to be deactivated.<br/><br/>3. In the "Edit demographic information" form, uncheck the "Active" box (right<br/>above the mailing address section). Click the "Save" button.<br/><br/>If you later want to reactivate the client, you can do so by reversing the<br/>process described above to check the "Active" box.<br/><br/>To deactivate a project,

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