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Reactivating an Inactive Customer

Autosoft -

You can reactivate a customer marked as “inactive,” allowing the customer to be detected in a search without having to click the Show Inactive toggle.

Step 1. On the Customer Search screen, click the Show Inactive toggle at the bottom-right corner of the screen to include customers marked as “inactive” in the search results.

Step 2. Enter the customer’s name in the Search field and click Search or press ENTER.

Step 3. From the search results, click the View icon in the customer's row in the search results to select the individual or business customer.

You can also click on the customer to open the Customer Quick Look card and verify that this is the customer you wish to edit. Within the Customer Quick Look card, you can click View Individual or View Business, depending on the customer type. The customer record will open, and the Customer Summary card will contain the word “Inactive” next to the customer's name.

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Step 4. Click Set Active. The word “Inactive” will be removed from next to the customer’s name, and the customer will appear in any searches as an "active" customer.

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