My employer has asked me to find out the real difference between Inactive and Closed and the upsides/downsides. I have looked at the forum as well as the Users' Guide and unfortunately, I am not sure whether I understand all the upsides and downsides and risks. From reading other posts and looking at the Users' Guide, this is what I know: If a client is moved to Inactive, bills cannot be undone. However, the Inactive client can still be reported on. If a client is moved to Closed, bills cannot be undone and the client is available to be purged if desired. The Closed client can still be reported on. Question #1: Is there anything else that CAN'T be done when a client is Inactive or Closed? Right now, for our clients that have paid all their invoices and are still our clients - we just may not have a current matter with them - we make them Inactive. For those clients who are no longer our clients because they have moved and requested their file or are deceased, we make them Closed. Question #2: What if a mistake is made and a client was closed or he/she moves back after a really long time and becomes our client again? Can we move from Closed back to Active? Will we have lost anything? Thank you!
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