Is there any way, after making a customer inactive, to have QB recognize that customer if they purchase at a later date and is entered as a new customer? Thank you..
- posted
15 years ago
Inactive Customer Question!
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- posted
15 years ago
Merge them.
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- posted
15 years ago
But then they will be all together in the customer center again - both active and inactive. I want to know if I can set something so that if a customer I marked inactive becomes active, can it stop me from entering that person as a new customer...
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- posted
15 years ago
can you go into "edit customer" and uncheck the inactive box?
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- posted
15 years ago
yes I can uncheck the box however I want to try to set QB so that everytime I have a new customer it will see if that customer is in the list but inactive and I do not want to show all the accounts constantly.
"Gil Faver"
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- posted
15 years ago
... QB has no option to do that automagically...
Not a bad enhancement request; not sure if there are sufficient hooks in the current API that an addin could be written to do it except it would still only be semi-automatic at best.
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- posted
15 years ago
oh, I get it. I think I saw that yesterday, but when I reread your post I read too fast . . .
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- posted
15 years ago
That feature has always been around. The program will not allow you to add the same customer more than once, even if it is currently inactive. Are you perhaps looking for a sounds like feature that warns you that you are adding a new customer that sounds like one already in the database but only differs by a few letters or a comma or period?
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- posted
15 years ago
If you type their name exactly the same you get a warning that it already exists.
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- posted
15 years ago
Well - perhaps a sound might help!