Create the ability to make a person "inactive" on the people tab
It would be helpful to have the ability to make a person or organization inactive on the client's people tab - so that you can look at who was connected to the client historically. For example, if a client changes their PCP - I would love to be able to make the old one inactive so that I can easily tell who the client saw before.
18
votes
April Estrada
shared this idea
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Shannon Randall commented
I'm able to make them INACTIVE if they're duplicate people or if a babysitter isn't sitting anymore, or a FV is out of the picture, etc.