Make a customer inactive

Stop showing a customer in active lists without deleting the record.

Make a customer inactive when you no longer work with that customer actively.

The customer stays available for history and reporting.

Customer status is part of the standard customer record.

It is available in all OutSmart packages.

Go to CRM.

Open the customer you want to update.

Look in the left column of the customer card.

Click the Active slider.

The change saves automatically.

To make the customer active again, click the slider again.

Does inactive block new work orders, quotations, or invoices?

No.

You can still create new work for that customer.

Can I filter the CRM overview for inactive customers only?

No.

You can filter for active customers only.

Can I show active or inactive as a separate CRM column?

No.

That column is not available.

Last updated 3 months ago

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