CMS - How To: Enable/Disable a Customer

Created by Mienette van Heerden, Modified on Thu, 12 Jun at 5:52 PM by Glennise Pretorius

By disabling a customer, financial processing can not be processed against the relevant customer.


1. Enable/Disable a Customer

Navigation: Community Level > Finance > Manage Customer




The following screen will appear, Only customers can be disabled.

 



Thus, current owners cannot be disabled. Notice in the far right column there will be red X's, only these customers are eligible to be disabled.

 



When clicking on the X, the word Disabled will appear. Should this be undone simply click on the undo button to enable the customer again.





Note: Ensure the relevant user has the necessary permission to disable a customer.



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