Inactivate a Company

Contents

You can inactivate Company Document Window and Contact Dialog Box without deleting them. When a company is made inactive, all of its contacts are inactivated, and the company and contacts do not appear in dialog boxes and drop-down menus that contain lists of companies and/or contacts. The company and its contacts remain in the database, but do not appear in lists.

Notes:

• If a company is active (the Inactive option is not selected), the key contact for the company cannot be made inactive. You can, however, inactivate other contacts for an active company.
• If a company is made inactive, it still appears in the Company Directory log window.
• If an approver is made inactive, any documents remain approved.

To inactivate a company:

1. Expand Project Information and click Companies.
2. Open a document in Edit mode and click the Status tab.
3. Select the Inactive option to inactivate (disable) the company without deleting it.
4. Click Save.

   Note: To reactivate the company so that it appears in lists of companies, clear the Inactive option.