To inactivate a Site, you must first access the customer record.
From the main menu, arrive at the Customers list with this path: CRM > Customers.
The Customers list opens. If you know the name of the customer to which the Site is attached, locate the Customer, and then click on the hyperlink in the Customer # column to open the customer record.
If you do not know the customer number or customer name to which the Site is attached, however you do know the Site Name, click on the Sites tab to search for the customer by Site Name.
The Customer record opens. Click on the Sites/Systems tab, and then in the Site Number column, click on the hyperlink of the Site you want to inactivate.
The Site record opens. Click the Edit button located at the upper right of the page.
The Site record opens in edit mode. In the Inactive field, set the toggle button to On. The Inactive Date will default to today’s date and may not be modified. Click the Save button when finished.
