How do I set a customer as do not work with again?

  1. Open the customers account

  2. Click on the Notes and communications tab

  3. Create a new note

  4. Tick the box next to Important

  5. This will add another option called Do not work with again when you tick this box it will remove the option to add estimate/jobs/diary events etc for this customer.


To reverse this action simply delete this note.

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