Feature Requests
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Ability to Hide Inactive Clients

Anonymous shared this idea 4 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 (31)


or simply a small option to tick under the search bar, to include inactive / closed accounts in the search or not. :)


This would certainly be nice to hide those clients who sign up and get marked as fraudulent before they can even do anything.


Hey All, Any progress on thsi one by any chance?