Change or remove a prospect or customer

When a prospect or customer moves or changes a phone number, update the changed information in Made2Manage. When your prospect or customer no longer shows interest in your products, remove the information from Made2Manage. When a customer has not been doing business with you for some time, make the customer inactive.

Change a prospect or customer

To change a prospect or customer:

1. Open a prospect or customer

2. Click the appropriate tab.

3. Make your changes.

4. On the Toolbar, click Save.

Remove the prospect or customer

To remove the prospect or customer:

1. Open a prospect or customer

2. On the Toolbar, click Delete.

   A message, Preparing to delete this information. Are you sure? is displayed.

3. Click OK.

   A customer can be removed only when there are no transactions done by that customer.

Change the status of a customer

To change the status of a customer:

1. Open a prospect or customer

2. Click Status dropdown that shows one of the following customer’s standings and select the required customer’s standing:

   • Credit Hold

   • Good Standing

   • Inactive

   • Credit Watch

   The Accounts Change Status window appears.

3. Enter the Remarks, Date, and name of User, and then click OK, else click Cancel.

   You cannot change a customer status toInactive if any active transactions are present.