Mass retire customers

Use the Retire Customers page to batch retire:

General customers who have not transacted since a specified date and/or are of a specified customer type.
Prospective customers who completed the prospective customer questionnaire form but are questionable.

Retired customers will no longer be included in customer search results.

Locations

Go to Administration > Population Settings > Customers - Mass Retire.

Go to Front Desk > Population > Mass retire customers.

Name of Field	Type	Description
Retire general customers
Transaction Cutoff Date	Date	To retire general customers who have not transacted since a specified date, select this date.
Customer Type	Dropdown list	The customer type to mass retire. ACTIVE Net uses this filter in conjunction with the cutoff date above. For example: If the customer type is 'commercial' and the cutoff date is Jan 6, then any customers with the type 'commercial' AND who haven't used the system since Jan 6 should be retired.
Submit	Button	Click the Submit button to view the number of customers who meet the above criteria, then click the OK button to retire the customers.
Retire customers from prospect form
Form Submitted from / To	Date range	To retire questionable prospective customers who completed the prospective customer questionnaire form within a specific date range, select the required date range.
First Name	Text	To retire questionable prospective customers by first name, enter the required first name here.
Last Name	Text	To retire questionable prospective customers by last name, enter the required last name here.
Search	Button	Click this button to search for prospective customers meeting the above conditions, then select the checkboxes next to the prospective customers to retire and click the Submit button.