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Activating a Customer

If a customer was deactivated for a period of time and you now need to use their account again, you can easily reactivate them.

This article walks you through the steps.

Activating a Customer

“Edara” allows you to do this in two ways:

Method 1: From the "Customers" Page

  • Go to the Sales module.

  • Open the “Customers” page.

  • Search for the customer using the navigation arrows only.

Note: Inactive customers will not appear when using the 🔍 search icon.

  • Click on “Edit”.

  • Enable the “Active” checkbox to reactivate the customer.

  • Click on “Update”.

Method 2: From the "Customers Data" Page

  • Go to the Sales module.

  • Open the “Customers Data” page.

  • Enable the "Show inactive customers only" setting.

  • Make sure the “Active” column is visible by adjusting the “Custom View” option.

  • Click on “Generate”.

  • Locate the customer you want to reactivate.

  • Click the unchecked box 🔲 to change it to a checked box ☑️.

  • Click ➕.

  • Click on “Save”.

If you encounter any challenges or have any questions during these processes, you can contact our technical support team, which is ready to assist you.

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