>> 5.9 Shop Management Updates Here

[donsautoce]

I want to know how to remove a deceased customer and if by doing so do you lose all the invoice history?

Also how do you close a customer account? I know how to change it so that it isn't set up for charges although it will still allow you to make charges to it. I don't want any charges even being attempted.

[ricmorin]

To delete a customer, go to Utilities>Customer Screen. Click on the Name button and find the customer. Once the customer is up, click on Edit>Remove Customer. You will lose all service history.

There currently is no way you can force the program to prevent charges. That's something you'll need to do with your employees.

[timbre4]

Adding to what Ric says, while you cannot prevent the charge operation itself, you can password protect the Charge option in the Apply Payments window. In Setup - Program Security - Change Protected Areas, it is listed alphabetically as Apply Payments - Charge.

If your employees password doesn't include this protected area, they will see 'access denied'.

[Gerald Martin]

A thought on removing a customer:

Be really sure you want to do this. If deceased John Doe's son Fred Doe inherits the vehicle, you will want to transfer ownership so that the records are intact. I would probably only delete a client record that had no service history attached to it.

One thought on how you can handle this: If you want John Doe's name to stop showing up in the "D" client tab, try putting an (*) in there (*Doe) and it will show up under the (*) tab just above (A).

Gerald

[fortknoxx]

This is how I handle a deceased customer. Go to the customer screen. I (DECEASED) Just after the last name of the customer. This keeps the history intact. Also it lets you know right away the person is deceased.