There were several “a-ha” moments during our conversation:
1) When you make tasks or timekeepers inactive in Timeslips, not only do the tasks/timekeepers get removed from the list, ALL slips associated with those items also get made inactive. This means that the inactive slips are not available for billing, history bills and will not appear in slip lists. They may also not be available for reports depending on your criteria. This can have a big impact, especially if you have unbilled time or costs.
2) However, unlike with purging data or other critical functions, there is no Timeslips warning when making tasks or timekeepers inactive. So firms often try this to trim their list of activities or remove former staff and do not realize the repercussions.
3) Instead of making the items inactive, try the low-tech option of adding a “z” in front of the task/timekeeper name. Since Timeslips shows these lists in alphabetical order, this will force the items to the bottom of the list, where they are less likely to be noticed or chosen.
This client was very fortunate for two reasons – because the process had gotten stuck, they reached out to me and I was able to educate him on the consequences. Secondly, because he had made a backup prior to starting the procedure and the process freezing, it was very easy to restore the backup and resolve the issue. Always make a backup before making a big change to the database!