Mark Contact Inactive and Additional Options

See Mark Multiple Customers Inactive to set multiple customer profiles inactive at one time, or Find or Search for a Contact, if you cannot locate them in your software.

Mark a Contact Inactive:

1. Open the customer list (or unit list), and open the the contact's profile.
2. From the Main tab on their profile under the Contact Information section, select the Inactive check box.
3. Click to  save and close the profile.

Additional Customer Options:

1. From the profile tool bar click on the  button.
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.

To Hide or Filter Inactive Customers:

From the Filter side bar on Customer List, under the Inactive Customers drop-down list, choose No.