Managing Inactive Customers
As part of managing inactive customers, you can perform the following tasks:
Viewing Inactive Customers
To view all the inactive customers in the system, navigate to Customer > Customers. The following screen appears that displays all the inactive customers under the Inactive Customers tab.
Viewing Inactive Customer Details
Click anywhere on the inactive customer's record that you want to view. The following screen appears that shows all the inactive customer details:
Recovering Account
To recover an inactive account, follow these steps:
- Navigate to Customer > Customers. The following screen appears that displays all the inactive customers under the Inactive Customers tab.
- From the Select Action drop-down list, select Recover Account. The customer is migrate from the Inactive Customer tab to the Active Customers tab.
Exporting Inactive Customers
To export inactive customers to a .CSV file, follow these steps:
- Navigate to Customer > Customers. The following screen appears that displays all the inactive customers under the Inactive Customers tab.
- Click on the Export Customers button.