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Active and deactivated clients
- 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 be 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.
