Help! My customers are all employees - if they leave their job, would someone please tell me how to handle the account. I don't see any way to inactivate the account or hide it so it cannot be used. Must I delete it? Please let me know! Donna
Customer accounts
Mar 17, 2008
2 Replies
Hi Donna -
I would never recommend deleting an account (if you do all history goes into this black hole type area). If an employee leaves, I would immediately change the 'Customer is an employee' flag and then devise a scheme for identifying 'inactive' customers.
Here is what we do:
1) Use the auto generated acct numbers when creating a new account 2) To inactivate, Place a "Z" in front of the account number 3) Change Company or similar = 'INACTIVE, DO NOT SELL' 4) OK to save the changesNow - the most obvious thing is the customer account number having the Z on it, but pairing this with something like New West Tech's dashboard would most clearly show the info on the top of the POS screen.
I hope this helps and have a wonderful day!!!
Yes! Thank you so so much! I see what you mean about coming up with a scheme! And we are all set. Again thank you! You made my day! Donna Dwyer
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