In addition to uploading or manually adding a new counterparty or relation record, a counterparty can be added to an Internal company’s Counterparty list by selecting it from the Inactive list. Counterparties which are inactive have either been deleted or entered from another Internal company.
Items displayed in the Inactive list have an Add to active command line button, see below. When selected, this button brings up a dialog asking – “Add this company to the active list?” with OK and Cancel buttons. OK closes the dialog and adds the record to the current Internal company Active list. The screen refreshes and the record is removed from the Inactive list. Cancel returns you to the Inactive list.
If a counterparty record has been deleted, the command line will only display the Restore button (↑↑↑). Select this button to open a dialog asking – “Make this company active?” with OK and Cancel buttons. OK closes the dialog and restores the company to the inactive list. Cancel returns you to the Inactive list. Once restored, it can be added to the current Internal company Active list. The screen refreshes and the record is removed from the Inactive list.
Note: This same process applies to Relations.