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Customer Tab Active Box

Get rid of Customer Tab Active Box and make Active equal to Current and Inactive equal to Final. Location active and inactive would have the preface of location or service to know the difference. This is needed for UB4 as well. Users can deactivate the services if not needing to bill. That way reporting does not change with the active customer box.

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Mallory shared this idea  ·   ·  Report…  ·  Admin →
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  • Audri commented  ·   ·  Report

    Would like a reporting option to view all "inactive" accounts aka all accounts where "Active" checkbox is UNCHECKED. Other reporting options do not limit/filter/display this accurately. CUSI had to query this information from SQL for us.

  • Jennifer Perryman commented  ·   ·  Report

    Another option is to relocate this field so it's not so visible. Customers think it's the service status active or inactive.

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