2 Reasons to Make a Customer Inactive

1. Less clutter, FOCUS on those that matter. Searches/Filters will load faster.

2. Inactive customers are excluded from order entry. They can also be excluded from reporting and search results.

NOTE: You can also make other entities in Showroom Exchange active/inactive, such as mfrs and reps.

Make a customer active/inactive by going to their page and unchecking/checking the box next to active.

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Exclude inactive customers on the customer tab by clicking on “active” next to “status”:

inactive customers

Include/exclude inactive customers in reports. Uncheck or check the box by “exclude inactive customers” at the bottom of the report screen. You can find this option on most reports.

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