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Making a Type Historical

Within Suite, matter or entity types are not deleted, but may be made inactive (do not appear in any dropdown selections). Existing records that are categorized by the type will still be available, but no new records may be created for that type.

To Make a Matter or Entity Type Inactive:

  1. Open Suite Manager.
  2. On the Suite Manager control panel, click the icn_Types Types component in the System Configuration area.
  3. On the Types window, select a matter type on the Matter Types tab or an entity type on the Entity Types tab.
  4. Click Edit.
  5. On the Matter Type or Entity Type dialog box, select the Historical checkbox.
  6. Click Save and Close.
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