Make companies active or inactive in Sage Construction Management

Update the company status from the Company Profile page

  1. Go to Contact Management.
  2. Select the Companies tab.
  3. Optionally, use the Search field to filter the list.
  4. Select the company name to open the Company Profile page.
  5. Select Edit.
  6. Do one of the following:
    • To make a company inactive, clear the Active checkbox.
    • To make a company active, select the Active checkbox.
  7. Select Save & Close.

Manage active and inactive companies from the Companies tab

  1. Go to Contact Management.

  2. Select the Companies tab.

  3. If the Active column is not visible in the table, select Columns, then check Active and select Apply.

  4. Optionally, use the Search field to filter the list.

  5. On the table, do one of the following:

    • To make a company inactive, clear the Active checkbox for the company.

    • To make a company active, select the Active checkbox for the company.

Making a company inactive does not delete the company record from Sage Construction Management, it archives it.