How to Mark a Drawer as Inactive

If you'd like to be able to hide the drawers of inactive clients, customers, or patients without deleting them, there are two ways to do it:

Maintain a Separate Cabinet

The way we usually recommend is to create a new cabinet for inactive clients. That removes the clutter from your active cabinet but still gives you access to the archived information.

Once you've created a new cabinet for inactive clients, it's easy to move a drawer there:

1. Select the drawer
2. Click the "Drawers" task button
3. Select "Move to Cabinet"
4. Select the inactive clients cabinet and click OK

Hide Inactive Drawers

The second approach is to "hide" an inactive drawer:

1. Select the drawer
2. Click on it with the RIGHT mouse button
3. Select "Properties" from the pop-up menu
4. In the "Attributes" section, select "Hidden" then OK

You can toggle the display of hidden items from the "View" menu > "Hidden Files and Folders".