Set a Contact as Inactive/Active
- Open the contact's profile (from either the customer or unit list).
- From the Main tab on their profile under the Contact Information section, select the Inactive checkbox.
- Click
Save and close the profile.
Additional Settings
- From the profile toolbar, click on
Utilities and then
Settings.
- Under the Options section, choose from the following options: Uses Basic Skin Care, Potential Consultant, Favored Customer, or Exclude from Dashboard.
- Click
OK to accept and close the form.