Document number: 18002

 

In order to change a customer contact status to "inactive" in Vantive, please follow these steps:

1. From the Vantive toolbar, select File
2. Select Open from list.
3. Select Customer Information from the item choices.
4. Select Contact.
5. Enter the contact name or customer identifier and click the Search button.
6. Double click on the contact's record.

7. Check that the contact is not listed on either the Bill to or Ship to Contact Types tabs. If your contact is either a "Bill to" or "Ship to" contact, you must select another contact to replace them as the "Bill to" or "Ship to" contact. (see Eureka! document 16071 for information on changing Bill To and Ship To information.)
8. If there are any open cases associated with this contact, you must reassign the case to a different contact.
9. Return to the Customer Contact Information screen. You can now use the drop-down list to change the status of the contact to "inactive."
10. From the Vantive toolbar, select File, then Save to save the customer record.

Once saved, the updated Customer Contact status will reflect your changes.

Upon being made "inactive," the Customer Connection login is cleared.

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2002 All rights reserved.
Created: pjb 06/25/1998
Revised: amq 06/26/2002