iMagicSoft Support Forum Index iMagicSoft Support
iMagic Software Support
 
  SearchSearch   RegisterRegister 
 ProfileProfile   Log in to check your private messagesLog in to check your private messages   Log inLog in 

Archive Inventory Customers

 
Post new topic   Reply to topic    iMagicSoft Support Forum Index -> iMagic Inventory Software
View previous topic :: View next topic  
Author Message
imagicsupport
Site Admin


Joined: 16 Dec 2006
Posts: 2422

PostPosted: Thu Feb 11, 2021 2:19 pm    Post subject: Archive Inventory Customers Reply with quote

How can I archive or hide inactive customers?


Darlene
Back to top
View user's profile Send private message Visit poster's website
imagicsupport
Site Admin


Joined: 16 Dec 2006
Posts: 2422

PostPosted: Thu Feb 11, 2021 2:20 pm    Post subject: Reply with quote

Hi Darlene,

Thanks for the question of managing invoiced customers.

You can mark a Customer as archived by setting the inactive option against the customer. So if that option isn't showing in the Customer details:
1) Select Configure > Customer Fields.
2) Scroll down the field list and check the 'Inactive' option and click OK.

If you then edit a customer, you should see the 'Mark User as Inactive' option. If you check that and save, the customer will be hidden from most views.

Regards, John
_________________
iMagic Soft Support
Back to top
View user's profile Send private message Visit poster's website
Display posts from previous:   
Post new topic   Reply to topic    iMagicSoft Support Forum Index -> iMagic Inventory Software All times are GMT + 10 Hours
Page 1 of 1

 
Jump to:  
You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot edit your posts in this forum
You cannot delete your posts in this forum
You cannot vote in polls in this forum
iMagic Inventory Software home page


Powered by phpBB © 2001, 2005 phpBB Group