Black List Customers

Greg H. shared this question ago

Answered

Is there a way to blacklist a customer?

We have some customers who book an event then cancel or write bad checks or are just plain Ole PITA that we do not want book events with.

We need a way to tag them as no rent or blacklist or have to have management override to allow bookings.

At a bare minimum we need to have a pop up or something to stop the process

Any ideas??

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Comments (2)

IO S. ● 8 years ago

There is not yet, but it is high on our priority list to create.

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Brad A. ● 7 years ago

Any updates on this yet?

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IO S. ● 7 years ago

Yes this is now possible. If you open the customer profile in the address book, just above where you can edit the customer notes is a checkbox to blacklist them. It doesn't prevent them from getting a quote, but it prevents them from autobooking and shows a warning on the backend to any user working with their lead.

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