Design a Party or Related Contact as active or inactive

In order to have a clear and telling tree of the related parts and contacts of a file, it is possible to design these related parts or contacts as active or inactive.

In step "2 - Parts of the form for creating/modification of a file and in the "Edit Parts" modal, a "Active / Inactive" button allows you to design in one click the status of the related parts and contacts in the file (a part being inactive in a file will not be inactive in a file will not be inactive. not automatically in another).

This button is only available to Parties or Related Contacts, as a Customer cannot be rendered inactive on a file.

When a linked contact (from a client or part) is rendered inactive, then on the file page, their information will be grayed out and an "Inactive" label will be displayed.

When a game is rendered inactive, thenon the file page, its information will be grayed, an "Inactive" label will be displayed, and tocontacts related to this party will be rendered inactive by default (but may be reactivated).

Finally, customer's inactive linked contacts cannot be selected as a billing contact during billing.

• Related Articles

• Defer a Customer as active or inactive

  In order to have a clear view of the parties involved on your files, it is possible to design your clients as active or inactive on a file. in theâ€" step "2 - Parts" of the form for creating/amendment of a filein themodal "Edit the parts",aActive / ...

• Create/modify the parts of a File

  You can create/edit the Parts of a File: Thecreation of the Dossierin Step 2 When youedit a Folder When you are on the Parties' edition page: If not already add thefirst Client of the File Indicate thetype of contactby clicking on the appropriate ...

• Submission of a file

  TheThe fileis composed of various parts: 1: Encrypted summary of the file 2: Information about the file 3: Details of the file 1. 1. Encrypted summary of the file This part is automatically implemented according to thetimeand actions you will take on ...

• Archive a File and the Associated JarvisDrive Directory

  Jarvis offers a functionality that allows both thearchiving your related Jarvis Drive files and directories. 1/ Archive a folder and its JarvisDrive directory On the page of the Folder to archive click on the buttonat the top right of the page then ...

• Creating a file

  1. 1. Initiate the creation of your File You can initiate the creation of your File in two ways: Via the page listing all your Folders Go to the list of your Folders by clicking on the "Folders" tab of the left side menu Click on the " buttonAdd a ...