When you have a customer with whom you haven’t done business for an extended period of time, there are two options: You can make this type of customer inactive, or you can delete the customer.
The advantage of making a customer inactive is that you can reactivate the customer at a later time. Deleting a customer is more final; to add the customer back, you would have to add a new customer.
1. Find the Customer
To access your Customers page, click Customers in the bar that runs across the top of the screen.
To find the customer to make inactive or delete, you can scroll through your list, or click one of the letters to filter the list, or use the Smart Search field to enter any part of the customer name, address, or any other field.
2. Make the Customer Inactive
To make a customer inactive, on the right side of the customer list, slide the Active slider to the left. The slider turns red for inactive customers.
If you don’t see the Active slider, then that column must be made visible in your customers list. Click the Visibility icon at the top left of the table, and make sure Active is turned on.
If you want your customer list to show only active customers, check the Exclude Inactive Customers box at the top left of the table.
3. Delete a Customer
There are two ways to delete a customer. The first is to click the three-dot icon at the far right of the customers list, and choose Delete.
The other way to delete a customer is to open the customer’s details page first. To do this, click any of the customer’s fields in the customer list: name, company, address, etc.
In the customer’s details page, click the three-dot icon at the top right corner of the customer summary, and choose Delete.
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