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Best practice
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Working with the app
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Working in the portal
- Basic information
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First steps
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Changelog
Deactivate customers
Customers can be deactivated, confirmed, hidden, and reactivated and made visible again as needed in the portal.
You can also deactivate created customers in the portal, e.g. if this customer is currently no longer managed by you, but may come back to you, or if you do not want to delete the customer, but the overview in the portal should remain comfortable. To do this, please click on the circle symbol on the right in the list of customers under Action. The customer and his areas will then be displayed neither in the portal nor in the app.
There is still a warning message that you must confirm:
Once you have done this, the customer disappears from the list for the time being, but can be displayed again by clicking on Show deactivated customers!
If you want to reactivate the customer, simply click on the black dot on the right side of the action and the customer will be reactivated and will be visible again in the portal and in the app!