TimeSolv users often call in struggling to delete a Client, Matter, or Professional from the system. The issue usually lies in the fact that there is a lot of data attached to that entity, and the system does not allow for it to be deleted until all that data is disassociated with it. This can become a seemingly impossible task for an old Client, Matter, and Professional. The solution we offer is to simply set their status as ‘inactive’ instead. This way, if it’s a Professional you won’t be paying for them, and you will not be seeing their name, or Client or Matter name, pop up again in the system for use in any form of data entry. It’s pretty simple. This week’s Tip of the Week will walk you through how to deactivate these.
To deactivate a Client, click under Clients>Clients & Mattters>[Client name] and ensure the Client status is set to ‘Inactive‘.
To deactivate a Matter, click under Clients>Clients & Mattters>[Matter name] and ensure the ‘Active?’ checkbox is unchecked.
Click under Account>Professionals>[name] and select ‘Inactive‘ under the ‘Status’ field.
Latest posts by Maleeha Ahmad (see all)
- Tip of the Week: Avoiding duplicated Client and Matter contacts - May 28, 2019
- Tip of the Week: Customize invoice appearance - May 20, 2019
- Tip of the Week: Attaching expense receipts and invoicing - May 13, 2019