How to set whether workflow systems default to being 'active' or 'not active' when you create a new client

You can set the default system active status for each sub-system. This is only relevant to recurring workflow systems where all clients are either active or inactive at any time.

When you create a new client they will default to being either Active or Not active on each sub-system for recurring workflow systems, this is based upon these settings. You can change a client once they have been created on the client card.

The options are:

• Not active: All clients will default to inactive.
• Active (all): All clients will default to being active.
• Active for all ORG clients: Organisations only (not individuals) will default to being active.
• Active for all IND clients: The opposite of the above, only individuals will default to being active.