Making a Customer Inactive

Unless there have never been any transactions with a customer account, customer records should never be fully deleted, even if the customer no longer exists. If no new transactions have occurred on a customer account within the years maintained by the system, go ahead and delete that customer account.  But if any customer history exists in EBMS, it is best practice to merge the account with another customer account or make the account inactive.

Instead of deleting a customer account, change that customer's status to Inactive. After a customer record is made inactive, it will be removed from a number of reports.

Inactive customers may remain in the same folder location but hidden from search lists by unselecting Show Inactive at the bottom of the list.

Take the following steps to make a customer record inactive:

1. Open the customer window by selecting Sales > Customers.

2. Select a customer from the list.

3. Enable the Inactive option on the General tab of the customer account record.

   

4. Save customer information by clicking the OK button.

To make a customer account active again, disable the Inactive option at any time by unchecking the checkbox.

NOTE:  Any inactive record (customers, vendors, products, etc.) will be grayed out in the search lists when the Show Inactive option is enabled at the bottom of the list.