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Making customers active or inactive

Introduction

In OutSmart it is possible to set a customer to inactive.

Step-by-Step Guide

  1. Log into the OutSmart BackOffice account.
  2. In the sidebar on the left hand side of the screen there will be an option called 'CRM'. Click on this option to open the Customer Relation Management overview.
  3. On the right hand side is a search option. Search here for a customer who needs to be set to inactive.
  4. Click on the customer and the customer card will open. In the left column is a slidebar which shows the standard 'Active' value. Click on this slidebar to set the customer to inactive. This option is saved automatically.