How to Locate / Re-activate a Deleted Customer

Deleted Customers are still available for access in EverLogic, you just have to know how to locate them and re-activate them if necessary.

1.  Navigate to the Sales Operations Tab and select Search Customers.

2.  Click the "Active Customer" Box, complete a field for search option and click Search

3.  Double-click to open the Customer Information Form.

4.  Check the "Is Active" Box and click Save, if you wish to make the Customer active again

 

 

Related Articles: 

Adding a New Customer

Customer Alerts

Customer Association "Co-Customer"

Deleting a Customer

How to Locate / Re-activate a Deleted Customer

Merge Customer Records

Create Customer Prospecting Statuses

Using Customer Prospecting Statuses

Customer Time Zone

Moving a Deposit Between Customer Accounts

Update Customer's Address Zip Code, using the "plus-four code"

Customer Follow-Up

Customer Follow-Up Reminders Set-up

Changing Customer Prospecting Statuses Follow-up Timelines

Mobile Customer

KW