You may have a specific client or clients for which you wish to prevent the use of AI (including 892 processing). To do so, follow the instructions below.
- Go to the Contacts module.
- Locate the Client record you wish to disable and select, or filter on the Client Role by clicking the Add Filters button. For further training on filtering in AppColl, click here.
- With the selection(s) made, click the Bulk Edit button.

- Select the AIDisabled field from the options.
- Select the True radio button.
- Click the Update button.

If you want to verify the change took place successfully, add the AIDisabled column to the available columns to see a Y for any clients where AI is disabled:

To re-enable, follow the steps above but for step 5, select False.