Customer status
The status of a customer determines whether you can reference the customer on other active records. An active customer can be referenced on other active records. An inactive customer cannot be used on active records.
Active customers
Active customers are available to be referenced on other active records. These customers are the ones that you work with regularly and they can be associated with records such as locations and assets and you can enter tickets, work orders, and sales orders for them. An active customer cannot have a parent customer that is inactive.Inactive customers
Typically, you use this status when you want to retain a customer record for historical purposes or you intend to reactivate it later. A new customer is inactive by default until you change the customer status to active. Inactive customers cannot be associated with other records and are not available for tickets, work orders, or sales orders.You can change the status
of a customer to inactive if all of the following conditions have been met:
- All associated customers are inactive.
- There are no approved customer agreements for this customer.
- The customer is not a parent customer of an active customer.
- The customer is not associated with a location, asset, or configuration item.
- The customer is not associated with a classification or attribute.
- The customer is not referenced by sales order, work order, or ticket that has not been moved to history.
- The customer is not associated with a customer agreement, unless the status of the customer agreement is Cancel, Expired, or Closed.