If your company will no longer be doing business with a customer, you can set the customer status to terminated, which makes them inactive. Before doing this, cancel any active RMR for the customer. Once a customer is terminated, all their historical data remains in the database.
To terminate a Customer, from the main menu, arrive at the Customers list with this path: CRM > Customers.
The Customers list opens. Locate the Customer you want to edit, and then click on the hyperlink in the Customer # column to open the customer record.
At the upper left of the page is a search field. You can type in the first four characters of either the customer number or the customer name to locate the record faster.
The Customer record opens. At the upper right of the page, click the Edit button.
The Customer is displayed in edit mode. In the Customer Status field, click on the drop-down arrow and select the Terminated option. When finished, click the Save button at the upper right of the page.
