Display or Hide Inactive Customers
To change the setting of this feature, go to the Hub and click the Configuration Options link under the Setup / Configuration section. Set the Show Inactive Customers option to Yes or No, depending upon your preferences. If set to No (the default), inactive customers will not appear in search results on any screen where you can search for customers.
The one exception is on the Custom Search screen, where you can explicitly select to view customers which are Active, Inactive, or both. When the Show Inactive Customers option is set to Yes, then you will see inactive customers in all search results, but the inactive customer's name will appear in italics.
By allowing you to see inactive customer names, you can still find a customer's history and perhaps any notes as to why you made them inactive. If, for example, there were significant problems working with a customer which caused you to make them inactive, it would be good to know about this before you did additional business with them. Another customer may have been set inactive because they moved out of the area. If they moved back to the area and called for service, you would be happy to welcome them back as a loyal customer.
Related Articles
BizScheduler Onboarding and Initial Setup
BizScheduler Onboarding and Initial Setup - New Clients Welcome to the 3rd Generation of BizScheduler. Since 2004, BizScheduler has been helping small business owners in many industries to schedule, manage, and grow their businesses. Whether you are ...
Changing Configuration Options
Configuration Options provide the settings that BizScheduler uses to activate certain features as well as to set default actions and values. To make changes to these settings: Go to the Hub and click the Configuration Options link under the Setup / ...
Show before and after hours in Alt Color for the Calendar
The Calendar Alt Color Hours in Configuration Options lets you grey out the hours of operation that you want to show on the calendar, but are not generally used for scheduling jobs. This way you can show time slots that are before or after your ...
Make a Worker Inactive or Delete
Delete a Worker or make a Worker Inactive In order to delete a worker, a worker must not have any activity associated with them, including jobs they work on, and even items in BizScheduler that either they created or edited. Pretty much the only ...
Date display on the Weekly Job Calendar
Past, Present and Future Dates on the Job Calendar When looking at the Day/Date information at the top of the Calendar Grid of the Job Calendar, you will notice that dates are displayed differently based on their relationship to today's date. The ...