Is there a way to suspend a customer rather than delete them?

I have a number of changes to make to customers following a business reorganisation and rather than deleting the existing ones I would like to suspend them. I can find the 'Active' field in the Customer module but can't see how I can change it to Inactive.

Tracy Warner August 04, 2015 11:11 Answered

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Hi There,

Sorry for the late response.

Clarizen by design suspends (Deactivates) customers once you delete them and if they have related Projects attached to them.

Yossi Truzman August 07, 2015 07:22 0 votes

If I delete old customers will historic projects then lose their customer? I need projects that have the old customer to keep the old customer.

Tracy Warner August 07, 2015 07:29 0 votes

No. They will remain linked in an "Inactive" state.

Yossi Truzman August 07, 2015 07:37 0 votes

That's great thanks

Tracy Warner August 07, 2015 07:38 0 votes

Is there a way to suspend a customer rather than delete them?

4 comments Date Votes

4 comments
Date Votes