Inactive Customer

Vince D. shared this question ago

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Can someone please explain what makes a customer active vs inactive in IO? Does the software assign the customer as inactive by default? Does the active/inactive status of a customer affects whether they appear on reports?

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Comments (1)

Chad B. ● 19 months ago

They don't show on the customer page and won't pull in as an option when you type there name in the customer fields. Effectively making you create a second profile to have to go through if they book again.

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Vince D. ● 19 months ago

Correct, they don't show on the customer page. Is there someone from IO support who can explain and resolve this issue?

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Susan M. ● 19 months ago

When a profile is created it should be active. I think I need an example of what isn't working as you expect to help

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Michael D. ● 10 days ago

This just happened to me. I created a new customer. It then prompted me and asked if I wanted to make them active. I searched the help and didn't find any clarity on this. Under what conditions would I ever create a new customer and not want them to be active? What is the benefit of making a customer inactive?

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Susan M. ● 8 days ago

Only thing I can think of is if you have an old customer profile that mistakingly gets attached to a lead you can go make it inactive so that it doesn't keep happening? Maybe it's an old profile, wrong info?

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