Deactivating a Customer List

You deactivate a customer list by entering an end date for the list in the Manage Customer List window. A record of the list is kept as historical data. When you deactivate a customer list, all customer affiliations are ended automatically.

To deactivate a customer list

1. On the Customer menu, select Manage Customer List.

   The Customer List Search window appears.

2. Enter search parameters to find the list you want to deactivate.
3. Click Search.

   The Results tab appears, listing the results of your search.

4. Double-click the list you want to deactivate.

   The Manage Customer List window appears.

5. Under End Date, do one of the following:
   • Type the date on which you want to deactivate the list in the End Date box.
   • Click the Down icon to open a calendar, and select the date on which you want to deactivate the list.

   

6. Click Save.
7. On the confirmation window, click OK.

   Note: If you change your mind and do not want to deactivate the customer list, click Cancel.

8. After you click OK, click Save.

   The updated customer list information is saved, and the window closes. The list is no longer available after the end date, but appears in reports and other historical data.