The Customer Status
Manage your customers more easily by looking at their status.
A prospect has never made a payment. The prospect may have been created:
by clicking on the "NEW CLIENT" button in the "Customers" section.
by registering on his own from your registration page.
by starting an order without ever having finalized it.
A "Subscribed" is a customer with at least one subscription order with the status "In progress" or "Suspended".
A customer is "Unsubscribed" when all his subscriptions are terminated.
A customer is "Active" if he has made a payment in the last 60 days and does not have an "In Progress" subscription.
A customer is "Idle" if he has not made any payment or order during the last 60 days and does not have an "In Progress" subscription.
A customer is "Deleted" if he deletes his account from his private portal.
A customer is "Archived" if you have archived his customer file.
Details of the different customer status:
* Prospect:
A prospect has never made a payment. The prospect may have been created:
by clicking on the "NEW CLIENT" button in the "Customers" section.
by registering on his own from your registration page.
by starting an order without ever having finalized it.
* Subscribed:
A "Subscribed" is a customer with at least one subscription order with the status "In progress" or "Suspended".
* Unsubscribed:
A customer is "Unsubscribed" when all his subscriptions are terminated.
* Client:
A customer is "Active" if he has made a payment in the last 60 days and does not have an "In Progress" subscription.
* Idle:
A customer is "Idle" if he has not made any payment or order during the last 60 days and does not have an "In Progress" subscription.
* Deleted:
A customer is "Deleted" if he deletes his account from his private portal.
* Archived:
A customer is "Archived" if you have archived his customer file.
Updated on: 23/08/2024
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