Archive a grid line

Grid lines are found at various levels throughout the symplr Payer application. Examples of grid lines include: practice locations, licenses, etc.

Note

Archiving a record with child records does not archive the child records automatically; however, the user will no longer see the child records associated with the archived parent record.

To archive a grid line, complete the following steps.

  1. Open the record containing the grid line you want to archive.
  2. In the record information section, in the grid, select the line you want to archive.
  3. Click the Archived check box to archive the grid line.
  4. On the Action/Status bar, click Save.
Note

The grid line changes to yellow to indicate its "archived" status.