Set Inactive Status and Additional Settings

Set a Contact as Inactive/Active

1. Open the contact's profile (from either the customer or unit list).
2. From the Main tab on their profile under the Contact Information section, select the Inactive checkbox.
3. Click  Save and close the profile.

---

Additional Settings

1. From the profile toolbar, click on  Utilities then  Settings.
2. Under the Options section, choose from the following options: Uses Basic Skin Care, Potential Consultant, Favored Customer, or Exclude from Dashboard.
3. Click  OK  to accept and close the form.

---

Hide or Filter Inactive Contacts

Click  Filter* on either the Customer or Unit List, under the Inactive drop-down list, choose No.

* Or choose to use the Filter slide out option (Edit menu > Settings > Alerts & Colors and select use filter slide outs).

---

Additional Information:

• Set Multiple Contacts Inactive/Active or Move to a Different List