Post Reply New Topic
Do Not Delete Cancelled Customers
Posted: 6 May, 2009, 01:34 AM
Administrator
Total Posts: 32
Joined: 10/12/2008

Create a group called ‘CANCELLED’ and relocate cancelled customers into this group.
If a cancelled customer is deleted their financial records are also deleted which will make the reporting section inaccurate.
The group is best created in the ‘INVOICE GROUP’ section in the centre of the customer page.

Profile  
    Post Reply New Topic