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Viewing Inactive Customers

Autosoft -

Although you cannot delete customers from the system, you can mark them as "Inactive." This preserves the customer records but prevents them from being pulled during general customer searches. However, if you wish to view inactive customer records, you can easily do so.

Step 1. On the Customer Search screen, click the Show Inactive toggle in the lower-right corner of the screen. 

show_inactive_toggle_off.png

Step 2. The toggle will now be blue to signify that inactive customers will be included in the Customer Search list. Enter the search terms in the Search field and click Search or click ENTER.

show_inactive_toggle_on.png

Step 3. The list will display all users, active and inactive, that meet your search criteria. The Status column for inactive customers will read Inactive

 

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