Terminating or Reactivating a Customer or Location

Terminating or Reactivating a Customer or Location

Terminating a Customer

To remove a customer from JM, follow these steps:

1. Go to Customers > Manage Customers
2. Find the customer on the list and click the X button in the actions column
3. Enter a date, a reason for leaving, and notes about the customer departure for future reference
4. Click Save

Terminating a Location

To remove a Location from JM, follow these steps:

1. Go to Customers > Manage Locations
2. Find the location on the list and click the X button in the actions column
3. Enter a date, a reason for leaving, and notes about the departure for future reference
4. Click Save

 

Reactivating a Customer

To reactivate a previously terminated Customer, follow the steps below:

1. Navigate to Customers > Manage Customers
2. Click the Checkbox for "Show Inactive" on the left side
3. Find the Terminated Customer and click the circular arrow icon in the Actions Column

Reactivating a Location

To reactivate a previously terminated Location, follow the steps below:

1. Navigate to Customers > Manage Locations
2. Click the Checkbox for "Show Inactive" on the left side
3. Find the Terminated Location and click the circular arrow icon in the Actions Column