Nick Posted January 26, 2008 Share Posted January 26, 2008 I was wondering today, what does the active/inactive switch on a client's profile actually do? Obviously, you can exclude inactive clients from receiving mass emails, but other than that - does it prevent an 'inactive' customer from returning to your site and ordering something, for example, or will this trigger the customer from becoming active again? 0 Quote Link to comment Share on other sites More sharing options...
chickendippers Posted January 26, 2008 Share Posted January 26, 2008 It moves them from the active to the inactive client list 0 Quote Link to comment Share on other sites More sharing options...
joe123 Posted January 26, 2008 Share Posted January 26, 2008 they still can login and make orders , but you have to switch them manually to become active again. 0 Quote Link to comment Share on other sites More sharing options...
JasonO Posted January 27, 2008 Share Posted January 27, 2008 Other than moving them - does it do anything else? Do they still receive emails etc? Will invoices (if some exist still) be generated for that client? 0 Quote Link to comment Share on other sites More sharing options...
Tech Entrance Posted February 3, 2008 Share Posted February 3, 2008 I really wish this to be worked automatically to show clients with active orders/products as "Active" and other as not. 0 Quote Link to comment Share on other sites More sharing options...
urevised Posted February 4, 2008 Share Posted February 4, 2008 It's a tricky one as some web hosts like to actually manually set clients to active / inactive. I know i would prefer the status to automatically set as i really don't have the time to go through all my clients and set it manually no matter how intuitive it might be. It would be good to set the status to inactive if the client has no products and/or domains. Kind Regards 0 Quote Link to comment Share on other sites More sharing options...
othellotech Posted February 5, 2008 Share Posted February 5, 2008 Inactive clients cant login, cant order anything, cant pay for anything - very usefull if you *terminate* (oh how I wish we *really* could) a client or where you believe the order to be fraudulent IME they do still get emails sent, which should be reported to WHMCS as a bug, or at least made an option. 0 Quote Link to comment Share on other sites More sharing options...
PPH Posted February 5, 2008 Share Posted February 5, 2008 Inactive clients cant login, cant order anything, cant pay for anything - very usefull if you *terminate* (oh how I wish we *really* could) a client or where you believe the order to be fraudulent IME they do still get emails sent, which should be reported to WHMCS as a bug, or at least made an option. Actually they can log in and can pay invoices as many requested it this way. It's too bad we can't add terminated or something similar for those we don't want to login either. 0 Quote Link to comment Share on other sites More sharing options...
othellotech Posted February 5, 2008 Share Posted February 5, 2008 Actually they can log in and can pay invoices as many requested it this way. When was that bug introduced ? The whole point of an inactive client record is that they cannot do anything, but you have to leave them in the system because they're related to invoices/transactions etc. 0 Quote Link to comment Share on other sites More sharing options...
PPH Posted February 5, 2008 Share Posted February 5, 2008 When was that bug introduced ? The whole point of an inactive client record is that they cannot do anything, but you have to leave them in the system because they're related to invoices/transactions etc. That feature was introduced quite a few releases back. It was set this way because users wanted their clients to be able to become active, pay past invoices etc. Unfortunately there was not a canceled client option for the clients you don't want to have access at all. We were told to delete those clients. From a business point of view we never want to delete clients as the records need to be kept so I feel we need to have another option of canceled or something similar to whereas those clients can't login or use the system! We still feel as many others did that inactive is customers that don't have an active product, but still should be able to order with their existing account should they need or want further services. Put up a poll/feature request and I will join in for the additional client status! 0 Quote Link to comment Share on other sites More sharing options...
rodeoXtreme Posted February 5, 2008 Share Posted February 5, 2008 Hi, We change any fraud order to inactive, block their IP but we keep them as a record. It would be nice to have an addition to the Active/Inactive; maybe something like Cancelled, Fraud. We have had accounts that were terminated due to finances but some have returned and keep their accounts in good standing; so we don't like making any of these accounts inactive. Keith 0 Quote Link to comment Share on other sites More sharing options...
PPH Posted February 5, 2008 Share Posted February 5, 2008 H We have had accounts that were terminated due to finances but some have returned and keep their accounts in good standing; so we don't like making any of these accounts inactive. Keith That is the exact reason it was requested that inactive could log in as well as to place new orders. Fraud and such do NOT need to login hence we need an addition to the system 0 Quote Link to comment Share on other sites More sharing options...
othellotech Posted February 6, 2008 Share Posted February 6, 2008 That is the exact reason it was requested that inactive could log in as well as to place new orders. Fraud and such do NOT need to login hence we need an addition to the system So "inactive" as a description should have been clarified to mean "BARRED" or "BLOCKED" rather than the *functionality* being altered from what was a working and required feature, to a pointless flag. Yet more coding going in all our templates .... 0 Quote Link to comment Share on other sites More sharing options...
Nick Posted February 7, 2008 Author Share Posted February 7, 2008 I'd propose keeping the 'Inactive' status as it is - allowing logins and payment, but add a new 'Closed' (and possibly 'Fraud' as well, to differentiate) status which won't allow the account to be used. Inactive implies it's not being used at the moment but has the potential to be. Closed can't be misinterpreted. 0 Quote Link to comment Share on other sites More sharing options...
JasonO Posted February 7, 2008 Share Posted February 7, 2008 I'd propose keeping the 'Inactive' status as it is - allowing logins and payment, but add a new 'Closed' (and possibly 'Fraud' as well, to differentiate) status which won't allow the account to be used. Inactive implies it's not being used at the moment but has the potential to be. Closed can't be misinterpreted. Agreed. Making an account inactive can be for multiple reasons - meaning you may want the account closed or locked, or you may want it open still. Unfortunatly we are limited to having it open. 0 Quote Link to comment Share on other sites More sharing options...
chickendippers Posted February 7, 2008 Share Posted February 7, 2008 Amen to that! 0 Quote Link to comment Share on other sites More sharing options...
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