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How to view inactive file

Roganslaf

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Roganslaf

Sorry - no, it is the whole file - account. We started up a family partnership from being a sole trader. Had both running then closed the sole trader off in January - have been able to 'read only' our customer info etc until yesterday now the file no longer appears under our Accounts (as it did).

Earl_HD

Hi @Roganslaf,

Thanks for your post. Could you please confirm which inactive files you are trying to locate? To view inactive records, follow these steps:

Locate the record you want to inactivate or reactivate.
Select the option "Show inactive" to display inactive records.
Click the zoom arrow (▶) next to the record. This will display the record’s details.
If you are inactivating or reactivating a card, account, activity, or item, click the "Profile" tab.

For more detailed information, please refer to this help article: Deactivating or reactivating a record

Feel free to post again, we're happy to help!

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Regards,
Earl