Inactive Customer Report

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Written by Steven
Updated 1 year ago

You can mark customers you are not currently servicing as inactive.

To generate a report to show your Inactive customers, go to the "Reports" Tab.

Click "Inactive Customers".

Select the Date Range you would like to be on the report.

The inactive customers will show based on the date they were marked inactive.

Once the report is generated, you can export an excel sheet or CSV file or print the report.

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