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CCH Software User Documentation

Ability to Mark Office as Inactive

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How to mark an Office as Inactive

Practices can now mark redundant Offices as Inactive . By ticking the Inactive tick box, the associated Office is no longer available for selection within any of the Find Office windows or Office dropdowns. The inactive Office is still displayed on the relevant Contact, Client, Employee, Assignment or Supplier until the user makes a change of Office.

You can access the following screen by selecting the Menu File > Maintenance > Internal > Office

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Note: As per all columns within CCH Central the Inactive column is resizable and the column width is retained for the logged-in user.

Note: You cannot put inactive all the offices on CCH Central. There must be at least one office in the practice (in the example above, 'Live' office will the only office remaining for this practice).

 

 

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