The following list details the requirements that must be met for PensionPro to consider each record type to be inactive or closed, depending on the situation.
| Clients | Client tab – Status set to Terminated |
| Companies | Cannot be made inactive |
| Contacts | Contact tab – Active set to No |
| Distributions | All Tasks completed or overridden |
| Employees | Employee tab – Active set to No |
| Opportunities | Opportunity tab – Closed On set to any value |
| Plans | Plan tab – Deactivated for All Activity set to Yes |
| Projects | All Tasks completed or overridden |
| Proposals | Proposal tab – Closed On set to any value |
| Prospects | Prospect tab – Closed On set to any value |