Welcome to the Community - thank you for your question!
Are you referring to a company file within your client list? If so, you can click on the file and select the drop down arrow next to 'edit client', you will then get an option to make inactive.
Welcome to the Community - thank you for your question!
Are you referring to a company file within your client list? If so, you can click on the file and select the drop down arrow next to 'edit client', you will then get an option to make inactive.