How to Close a Customer

You cannot delete a customer after it has been added. A customer must remain in the database for historical purposes. Instead, you edit the customer and close it, making it no longer valid, by entering the date the customer is no longer to be considered active.

You cannot edit the following information after the customer has been added:

• Customer ID
• Customer Name
• Customer Type
• Begin Date (date customer becomes active)

If any of this information is incorrect, you must close this customer and add a new customer with the correct information.

Optionally, you can:

• View or add notes. To view or add notes for this record, on the action bar, click Notes.
• View audit details. To retrieve audit information, close any open panels and, on the action bar, click Audit Log. To view the details for a particular record, click Audit.
• Reset your entries. To clear the fields and remain on the page or panel, click Reset.
• Cancel your entries. To close the page or panel without saving your changes, click Cancel.

To close a customer

1. On the Rules Mgmt menu, click Customer Management.
2. Search for and select the customer you want to close.
3. On the Customer page, in the End Date field, enter the date the customer should no longer be valid.
4. On the Customer action bar, click Save.

See Also

Customer Page

What Is Customer Management?

About Rules Management

Version as of 5/16/14.