Deactivate/Reactivate a Client

When a Client becomes inactive (you believe you have not done much business with them over recent times and/or you are unlikely to do future business with them in the future) you can deactivate their file.

1. Go to the Cards tab and search for the Client

You can search with name phone number or email address.

2. When you have located the Client you can deactivate by selecting the Deactivate button in the bottom right hand corner of the screen. 

This changes the colour of the Client file to a light grey colour

3. You can reactivate a Client file by pushing the Reactivate button that appears in the bottom right hand corner of all deactivated Client files.

When deciding to deactivate a Client you should decide whether you ever want to send them promotional material. If not you should ensure the Accepts Promos check box is not selected. You can delete a Client if there is no source documents attached to them, this is also good for accounting purposes.

The main reason to delete a Client would be if there are duplicates of the Client in the database. E.g. you have the same customer in your database twice but with their first name spelled differently.

To delete a Client you need to transfer all their source documents to the proper record.