Active and deactivated clients

Share
26. 08. 2019
  • In the Clients / Contacts tab, there is an overview of all active clients.
  • Active clients are clients on whose data you can perform various actions: You can add, edit and delete their personal information, services, contracts, invoices, Inventory items, service jobs, etc.
  • These clients are included in the number of currently used licenses.
  • If, for one reason or other, you do not need to perform any such actions, you can move such a client to the Deactivated clients category.
  • You can do that in their Client card, specifically in the Delete client tab, by clicking on the Deactivate button.
  • Deactivated clients are not included in the number of currently used licenses.
  • A list of all deactivated clients can be found in the Statistics / Deactivated clients tab.
  • Most of the actions that are allowed in the case of active clients are not permitted in the case of deactivated clients.
  • You can view saved data or delete (some of) it. Automatic matching of payments with invoices is possible, too.
  • However, you cannot add any new information, services, contracts, invoices, Inventory items, service jobs, photos, etc. You cannot edit anything either.
  • If you consider moving one of your clients to Deactivated clients, you should take these restrictions into account.
  • If the restrictions do not present a problem, you can continue with the deactivation process.
  • If they do, it means that a given client does not belong to Deactivated clients. Such a client has to stay in the Active clients category.
  • If you deactivate a client with active services, these services will deleted in the process. You can view them afterwards in the list of deleted services.
  • You can restore a deactivated client. To do that, use the Restore client button in their Client card.
  • You can also delete a deactivated client from the system. To do that, use the corresponding Delete button in the overview in the Statistics / Deactivated clients tab.
Did this article help you?