ServiceCore Offers the ability to deactivate a customer. This action will remove the customer from your activated customer list and will freeze their account to prevent any new job or invoice creation for the customer.
To deactivate a customer, follow these steps:
Open the customer tab. Click "View Customer".
Click Edit "Customer Details".
Scroll to the bottom of the page and deactivate customer.
Q: What situations might I deactivate a customer in ServiceCore?
A: Here are a few examples of situations that you might deactivate a customer in ServiceCore:
1. You may want to deactivate a customer if you have a customer duplicate. It is important to find the customer profile with the most relevant information before deactivating the duplicate profile.
2. You may have a good reason to "freeze" a customer's account from new jobs and invoices.
3. You may need to archive a customer profile.
Q: How do I find deactivated customers?
A. Open the customer tab, click the filter button and check the box next to "show inactive customers".
Q: Can I reactivate a customer?
A: Yes, Open the customer tab, click the filter button, check the box next to "show inactive customers" and click "reactivate customer" on the right side of the customer row.