Setting Records Inactive and Active

Every type of record in Centerbase has a field called Active Status which can either be Active or Inactive.  All records are Active by default and behave normally when searching, reporting, entering time, etc. 

Setting a record inactive allows you to "hide" that record by default.  This means that it will not show up when running a search, most reports will ignore it, you can't add time or expense to it (in the case of matters), etc.  Inactive records will still come up when running a conflict check and AR and Trust Balances that are not cleared out beforehand will still be shown.

To set a record inactive, you will need to run a search to find the record in question, check the box next to it in the list, select Actions, and then select Set Inactive.

Setting a record active again is a similar process.  However, as mentioned previously, inactive records do not appear in search results by default.  To find an inactive record, go to the appropriate page for the type of record you are wanting to set inactive (such as by clicking Matter in the left navigation bar to find matters).  From there click Advanced Search.  Notice at the bottom of the advanced search window, there is an area where you can specify whether it is searching Active records, Inactive records, or Both.  Using this, you can run a search for the record you want to activate, check the box next to it, select Actions, and then Set Active.