You may be wondering what the difference is between an Active client and an Inactive client.

 

Active: These are client records with a case that is currently open.

 

Inactive: These are client records which either have no case, or the case is closed.

 

When you go to the Client list page, by default it will display just the Active clients. This is because more often than not, you’ll be looking for an Active client record, and they’re hard to find when you have to sort through dozens of Inactive  client records.

 

To display the Inactive client records, just choose Inactive from the dropdown menu.

 

 

 

 

Inactive client records are labelled so.

 

 

 

When you create a new client record, remember that the record isn’t Active until to open a case for that client.

 

It’s not uncommon for someone to have a hard time finding a newly created record because the Client list is only displaying Active clients.