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You can change the Active/Inactive status for a group of mass records. The Inactive check box displays at the top of the Primary Information window of the mass record.

In the Masses navigation pane, click Processes > Activate/Inactivate Masses. Select whether you want to use automatic updating or individual entry.

 

 To change mass statuses automatically
This process alters data. We recommend backing up your data before proceeding.
  1. Select the automatic updating method option, and click Next.
  2. Select whether to make masses active or inactive, and click Next.
  3. Select which records you want to build a list of masses, then click Next.
  4. Review your list. To exclude any records from processing, clear the check box.
  5. When you're ready to process the selected records, click Next.
  6. To change the mass statuses, click Finish.
 To change mass statuses individually
This process alters data. We recommend backing up your data before proceeding.
  1. Select the individual entry method option, and click Next.
  2. Select whether to make masses active or inactive, and click Next.
  3. Select a mass, and click Add Mass to List. Repeat this for each mass record you want to process. When you're finished, click Next.
  4. Review your list. To exclude any records from processing, clear the check box.
  5. When you're ready to process the selected records, click Next.
  6. To change the mass statuses, click Finish.


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