Customer In Active Details
Ever have a situation where you come across a customer, they are marked In Active, but you don’t know how that happened?
Well, on the P3 Customer Record, you have the ability to see who marked the customer In Active and when.
Go to the customer record and click the Info icon, next to the status. A popup will appear.
The popup contains the person that marked the Customer In Active, along with the date it happened. Should the status change back to Active, then the icon will no longer display. This icon is only for displaying information when the status changes to In Active.
Please note this is recent functionality, so it will only display information for changes made after April, 2023.
Customer Record Icon Location
In Active Details
About P3 HVAC Software
We encourage you to review our site and learn about how we help HVAC Companies operate more efficiently. Please use this link to schedule a free demo of P3 HVAC Software. Lastly, be sure to check in weekly as we will post a new Tool Tip each Tuesday. Lastly, current users of P3 HVAC Software, please be sure to join our Private Facebook Group for great discussions with other HVAC Companies on how they are using the software for their HVAC business.
