When a service provider is no longer applicable, you can mark them as inactive to keep your data current without losing historical records.
To deactivate a service provider, navigate to Entity → Associated Entities → Service Providers and select the option to mark as inactive. You will be prompted to provide a Relationship End Date and a Reason for Inactivating. Historical data is preserved while your active views remain clean and relevant.
- If a responder marks a service provider association inactive, it is deactivated for all requestors.
- If a responder bulk inactivates a service provider, all its entity associations are inactivated.
- If a requestor marks a service provider association inactive, it is deactivated only for that requestor.
- If an entity is inactivated, all associated service providers are also inactivated.
- Inactivating one service provider association does not inactivate the same service provider’s other associations.