Mark a Contact Inactive:
- Open the customer list (or unit list), and open the the contact's profile.
- From the Main tab on their profile under the Contact Information section, select the Inactive check box.
- Click to save and close the profile.
Additional Customer Options:
- From the profile tool bar click on the button.
- 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.
To Hide or Filter Inactive Customers:
From the Filter side bar on Customer List, under the Inactive Customers drop-down list, choose No.