It is possible to deactivate a previous customer/vendor with whom you no longer do business. This allows the history of that customer/vendor to be kept.
This action is synchronized with Zoho Books, if connected with ALIX.
Activate/desactivate from the list #
- In the left menu, choose Sales -> Customers or Purchases -> Vendors.
OR
- In the list, check the customers/vendors to activate/desactivate.
- Click Activate or Desactivate at the top of the list.
Activate/desactivate from the customer/vendor detail screen #
- n the left menu, choose Sales -> Customers or Purchases -> Vendors.
OR
- Click on the customer/vendor to activate/desactivate. The contact information will appear on the screen.
- In the More actions menu at the top right, select Mark as active or Mark as inactive.