I suggest you ...

Request ability to make customers inactive

We need a way to make customers inactive or archive them in order for reports to be meaningful and communicate with Quickbooks correctly. Also, email addresses should be able to be used for more than one customer. We have some who are the contact for other organizations who are also customers.

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Regina Miller shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

6 comments

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  • Randy Biehl commented  ·   ·  Flag as inappropriate

    I'm confused here. Is RepairShopr still being developed? I see an awful lot of threads around here that haven't had movement in YEARS. Has everyone bailed off to Syncro?

  • Bert Rolston commented  ·   ·  Flag as inappropriate

    This is really important for us.
    Customer records have to be kept for a number of years for compliance purposes.
    We have customers that have moved out of the area and we don't want to email them any longer.
    It will also help us to determine which clients are active.

  • Andrew Pickard commented  ·   ·  Flag as inappropriate

    Would love to see this tick box under edit - customer.

    Then a button or access thru the admin to find the inactive clients if needed to reactivate.

  • Jane L commented  ·   ·  Flag as inappropriate

    We have several customers that we no longer service, so would be great to have function to archive rather than delete customers

  • Dan Joyce commented  ·   ·  Flag as inappropriate

    Surprised this hasn't come up more. I have a client who moved his business about 10 states away. I do not want to lose the tickets, etc. that go with the customer, but certainly don't want to be emailing him marketing blasts, etc.

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