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.
- From the profile toolbar, click on Utilities 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.
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).