If you’d like to Inactivate a Customer, instead of deleting them entirely, it’s a fairly simple process. Here’s how:
- Click on My Customers
- Locate the Customer and click the View button. (*If you have a long list of customers, we suggest typing their name in the Filter Search, to locate them faster):
3. In the Customer screen, locate and click on the green Active button:
*Changing status to Inactive will retain the customers records, but this customer will no longer be allowed to be attached to Aircraft, AD Compliance Reports, Work Orders and Forms.
They are now Inactive.
If you wish to later Reactivate the Customer, simply click on the Inactive button:
*Changing status to Active will allow this customer to be attached to Aircraft, AD Compliance Reports, Work Orders and Forms.
They have now been reactivated.
If you would like to permanently DELETE a Customer, click here to learn how:
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Have more questions? Need help? Contact Us
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Friday, Saturday, Sunday & IA Seminars: The office is Closed. Calls, voicemails and emails will be responded to within a reasonable amount of time.