Protecting Customers from Customer Purge

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Revision as of 07:29, 25 April 2008 (edit) MercTechUWriter (Talk | contribs) (New page: You can protect a customer from the purging process by clicking on the '''Do not Purge''' check box in the Customer Detail Information window so that a check mark appears. #Click '''Searc...) ← Previous diff

Current revision (07:29, 25 April 2008) (edit) (undo) MercTechUWriter (Talk | contribs) (New page: You can protect a customer from the purging process by clicking on the '''Do not Purge''' check box in the Customer Detail Information window so that a check mark appears. #Click '''Searc...)

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Current revision

You can protect a customer from the purging process by clicking on the Do not Purge check box in the Customer Detail Information window so that a check mark appears.

1. Click Search from the menu bar, then click Customer.
2. Type the customer’s name in the text box and then click Search.
3. Double-click on the customer’s name in the list.
4. To protect the customer from a customer purge, click the Do not Purge check box so that a check mark appears (see above). The customer is protected from all customer purges until you go back and manually clear this check box.
5. Click Save to save your changes.

Back to Customer Maintenance