Two Companies or the Same: Active vs. Not-Active

When search/listing clients to include Non-Active Accounts set the option:
Search ALL [Active & Not-Active].

By default the Client search only lists Active accounts.  If the search turns up no results or it appears that an accounts is missing, it’s possible the account is Not-Active.  To enable the search to return Active and Not-Active clients, set the search attribute as shown in the example below.

You can cycle through the options (Active, Not-Active, All) by tapping on the circular arrows icon  that precedes each of the search options.

This example searches for a client whose name starts with Zone, and finds two with similar names.  The first one is account no. 368, and the second one is account no. 369.  Account numbers are assigned sequentially, so account no. 369 was probably entered accidentally, and when the user noticed it was a duplicate, it was made Not-Active.

**Note: when double asterisks (**) precede the client name it means the client is not-active and when double asterisks (**) precede the account name it means the account is not-active.  A Client can have multiple accounts and some of its accounts can be Not-Active while the Client is Active.

Any client representative, company contacts, that belong to the not-active account would not be able to login to the portal.

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