Customer Account Status: Active & Enabled
Account Status
Found on the General tab of the Customer Card, this setting allows the account to be marked as Active or Inactive with a checkbox.
Active vs. Inactive
- An account checked with inactive means it is no longer a viable customer in your database for marketing.
- If a customer record has order history it cannot be deleted from the database; and changing the status to inactive is the best option.
- Inactive customer records do not appear in default customer search results, and will not be sent any email campaign broadcasts.
- An inactive customer can log into their profile online, and can continue to make purchases.
- Best practice is to occasionally search for inactive record to possibly restore their status.
- Additionally, a record can be moved to an inactive status automatically from the Customer De-Dupe tool or via the Bulk Modify feature.
Enabled vs. Disabled - Online Access
- This setting will enable or disable a customer’s ability to access their online account.
- If you want to prevent a customer from logging in online, use this setting to disable their account from website access.