Hide Inactive Customers/Projects.
It would be great to be able to hide inactive customers and projects. My business has a medium turn over for clients for when we try to add time to the time sheet or creating invoices, the list of clients and projects is long. It would be nice to have the list shorter to only show active customers.
Hi,
We would like to clarify that once a contact has been marked ’Inactive", it is not possible to create any kind of transaction for that client.
In the Contacts tab, if you choose that contact, you can only see the “Mark as active” option. Only if it is chosen, you can have further transactions with him/her.
Also, inactive customers won’t be listed while creating transactions.
If you need our assistance on this, just write back to support[at]zohoinvoice[dot]com and we’ll be glad to help out.
Cheers,
Reshma.
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Anonymous commented
Hi, I think this is just a request for the projects page to not sure inactive projects by default. I agree with this and would like to see it done throughout the app - if it is inactive we want it hidden!