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 click Deactivate this customer
What situations might I deactivate a customer in ServiceCore?
Here are a few examples of situations that you might deactivate a customer in ServiceCore:
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.
You may have a good reason to "freeze" a customer's account from new jobs and invoices.
You may need to archive a customer profile.
How do I find deactivated customers?
Open the customer tab, click the filter button and check the box next to "show inactive customers".
Can I reactivate a customer?
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.