MX Merchant Ideas

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Option to hide or set customers as inactive

Merchants are requesting the ability to delete customer records - It is our understanding that we cannot delete a customer record because that record ties to invoice/payment records.

However merchants are saying that this way of handling causes clutter on their end and they
do not want to keep a long list of customers that they know they will never use again.

To accommodate both sides we are requesting the option to hide the customer record from the merchant side (UI) if they choose to "delete" a customer record. The data would not be removed from the back end, therefore still making the data accessible to the invoice/payment grid.
grid.

  • Allie Klarman
  • Dec 15 2016
  • Shipped
  • Apr 7, 2017

    Admin Response

    We are happy to announce that you can now set your customers as inactive! 

    When you log into MX Merchant you will see a new column has been added to the customer list called "Status" this will tell you if the customer is active or inactive. All customers are defaulted to Active. However, you can change a customer to an inactive status by clicking on the customer name from the list view, then click the blue edit in the upper right and switch the toggle for Active to Inactive. Screenshots have been provided for additional assistance and reference. 

    We don't want you missing any payments that are owed to you, so prior to letting you change a customer to an inactive status we ask that you close out any recurring contracts and make sure invoices are paid or canceled.

    The status option has also been added to the filter so when you click on the filter you will see the status option with Active and Inactive as options. When nothing is checked it means it will show you all customers when one is checked it will only filter on the one selected. To only see active customers in the list you can select Active in the filter then click save as default option. 

    We hope you enjoy this new update and keep checking back for more!

  • Attach files
  • Brandon Kucia commented
    February 06, 2017 19:02

    this would be fantastic! to unlink the payment from a customer and be able to then delete customer but still saves the "payment" under the payments section

  • Jonathan Gabel commented
    February 06, 2017 21:42

    yes please. 

  • Jennifer Autian commented
    March 08, 2017 15:33

    Another way to handle the idea - please have the ability to view/sort/filter customers as Active and Inactive.  Inactive could be determined by a date entry from merchant such as show me customers with no payment activity before 1/1/17 (see those who haven't returned)  or have the ability to focus on the current customer base Customers with activity since 1/1/6 or between date parameters.  Definitely helpful if they could filter on who they are looking for and not be cluttered with those outside parameters

  • Jennifer Snyder commented
    31 May 17:18

    This still doesn't remove the customer from the "Recurring" invoice list. They still show up as "cancelled". As a Self storage company we have a high turnover which, over time, will result is a high number of "canceled" contracts from customers who will never return.