Feature Requests
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Ability to Hide Inactive Clients

Anonymous shared this idea 8 years ago

I know we can deleted them, but then we lose all their history,

invoices, trouble tickets, notes, etc, and many of these customer's will

either come back later on by themselves, or we will do a 'repatriation'

offer down the road to win them back - so we like to keep them for a

few years. Also, we're required to keep their invoice history for 6

years, so being able to hide cancelled clients would be very handy.


Best Answer

Ok so we already have 3 possible statuses for clients - Active, Inactive and Closed - and only Active ones show up in the Active Client profile dropdown selection menus. But what you're asking for here is the ability to hide them from things like the intelligent search and main client lists by default also? How do you envisage the option for finding them working? Would you only be able to search for them via the main search on the Clients list page - never through intelligent search?

Comments (41)


The only thing that I would say about this is they need to prevent clients with active recurring "Billable Items" from being marked inactive first before this became a thing.


I hate seeing closed clients in the search results. Every time I see a client who has died, it makes me sad. If they are marked closed, then they should not appear in the search. They would still be in the client list if you needed the history.


yes and i think we're all just talking about the "quick" search at top only. If you use the manual filter in the main view, then all would show up.


Hi all,

Version 7.7 has now reached public beta, which includes this feature: https://preview.whmcs.com

The documentation for these new options has been published at https://docs.whmcs.com/Hide_Inactive_Clients

Please join us during the pre-release testing period and provide your feedback in our dedicated beta community board: https://whmcs.community/forum/462-v77-beta-discussion/