inactive accounts

RAE's Avatar

RAE

30 Oct, 2021 09:20 PM

Is there a way of hiding "inactive accounts" on the summary page? I have several accounts that are closed but I would like to keep for historical purposes.

  1. 1 Posted by dwg on 30 Oct, 2021 09:25 PM

    dwg's Avatar

    I'm a fellow user.

    There are a couple of places they can appear on the home page. Each of the widgets on the home page are independent so it is not a single setting.

    For the side bar on the left, right click on the account and select to remove it from the side bar.

    For the body of the summary page. select the account, then use the menu item to edit the account and on the Account info screen mark the inactive checkbox.

  2. 2 Posted by dtd on 30 Oct, 2021 09:27 PM

    dtd's Avatar

    just a user - you definitely don't want to get rid of these accounts.

    Go to Tools/Accounts, pick the account, and click "Inactive".

  3. System closed this discussion on 29 Jan, 2022 09:30 PM.

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