Set customers as inactive

Question

I have a customer who no longer uses my services. How do I hide them from my active customer list, but not delete their information entirely?

Answer

1. To view your customer list, select the Customer icon from the left navigation.
   
2. Choose a customer from the list to show that customer's menu.
3. Choose Dashboard , then select Edit Customer from the Actions drop-down list.
4. In the General Information section, clear the Active checkbox.
5. Select Save Customer.

If this customer hires you again, set their status back to active. First, locate them in the customer list:

1. To view your customer list, select the Customer icon from the left navigation.
   
2. Select the filter next to the search field.
3. Choose Inactive Customers, then select the customer you want to re-activate.
4. Go to Dashboard , then select Edit Customer from the Actions drop-down list.
5. In the General Information section, select the Active checkbox.
6. Select Save Customer.