Protecting Customers from Customer Purge
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(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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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 Search from the menu bar, then click Customer.
- Type the customer’s name in the text box and then click Search.
- Double-click on the customer’s name in the list.
- 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.
- Click Save to save your changes.
Back to Customer Maintenance