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Question

How can we delete/disable/block/hide a customer for usage in requests or recurring service programs?

  • September 9, 2026
  • 2 replies
  • 21 views

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Hi, 

In our Customer-Configuration we only use the General Information, the Address (location) and the Communication Method.

We don’t use invoice/sales/Message/Contact/etc.

With this minimum we can create a request or a recurring service for this customer.

 

Our goal: Prevent the usage of this customer and his address (location configuration) in the request and recurring service.

 

How can we mark this customer for not beeing used? even technically prevent the usage?

 

Are there any better possibilities than to rename the customer and the address?

 

Best Regards

Michael

2 replies

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Superhero (Customer)
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  • Superhero (Customer)
  • September 9, 2026

Hi ​@Michael_B 

the only thing I know about this topic is that you can set a customer as inactive in the "Invoice" tab.

 


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  • Author
  • Do Gooder (Customer)
  • September 9, 2026

Hi Superhero,

Sorry, we have neither an invoice nor a sales configuration.

Best regards

Michael