End-of-Year Upgrade Offer
Save up to 50% on your first year. Ends December 31, 2025. Learn more >
C2W Inventory
Free Trial
Start A Free Trial
C2W Inventory
C2W Featured Guide
Managing Inventory
Labels
Configure and Print Item Labels
Print Labels For Batch Imported Items
Print Labels From Excel
Print Labels from Purchase Order
Print Labels From Sales Order
Set Up Label Printer
Manufacturing
Auto Complete Manufacturing
Bill of Materials (BOM)
Bundle Products
Complete Manufacturing Orders
Create Manufacturing Order
Create MO From Sales Order
Manage and Update Manufacturing Orders
Products
Create New Product
Create Service Products
Start Guide
Access Web App
Purchasing
Purchase Orders
Create and Manage Purchase Order Quotes
Create Purchase Orders
Make Payment
Manage Purchase Orders
Receive Purchase Order
Vendors
Create Vendors
Manage Vendors
Sales
Customers
Create Customers
Manage Customers
Sales Orders
Create and Manage Sales Order Quotes
Create Sales Orders
Manage Sales Orders
Manage SO Picking
Pick Sales Order
Print and Email Sales Order Forms
Reports
Excel Reports
C2W Inventory Settings
Users
Import. Export & Integrations
Customers
Find, Deactivate, and Reactivate Customers
Import Customer Records
Import Sales Order - Simplified Version
Import Sales Orders
Products
Adjust Inventory
Batch Import Brands
Batch Import Categories
Batch Import Payment Methods
Batch Import Payment Terms
Batch Import Shipping Methods
Batch Import Units of Measurement
Find, Deactivate, and Reactivate Products
Import Items and Beginning Stock
Import Serial Numbers
Manage Brands
Manage Categories
Manage Payment Methods
Manage Payment Terms
Manage Shipping Methods
Manage Stock Adjustments
Stock Count by Location
Unit of Measurement (UOM) Conversions
Vendors
Find, Deactivate, and Reactivate Vendors
Import Purchase Order - Simplified Version
Import Vendor-Specific Items
Import Vendor Records
Reading Time: 3 minutes

How to Find, Deactivate, and Reactivate Customers

C2W Inventory keeps deactivated customers in the system so you can find and reactivate them later when needed. You can easily switch between active and deactivated customers from the Manage Customer screen.

If you need to change a Customer Name, you can use Copy to create a new customer with the new name without reentering all of the customer information.

Find Deactivated Customers

01
From the Main Menu, navigate to Sales > Customer.
02
On the Manage Customer screen, locate the Active Customer toggle in the Search section.
03
When the Active Customer toggle is blue, the list displays active customers.
04
Click the toggle so it turns gray to display deactivated customers.
05
Search for or select the customer you want to view.
Tip

Toggle between blue and gray anytime you need to switch between active and deactivated customers.

Deactivate a Customer

01
Make sure the Active Customer toggle is blue to display active customers.
02
Search for and select the customer you want to deactivate.
03
Click Deactivate at the top of the Manage Customer screen.

The customer will no longer appear in your active customer list, but its record remains available in C2W Inventory.

Note

The customer will no longer appear in your active customer list, but its record remains available in C2W Inventory.

Reactivate a Customer

01
Click the Active Customer toggle so it turns gray to display deactivated customers.
02
Search for and select the customer you want to reactivate.
03
Click Re-Activate.

The customer will return to your active customer list.

Need to Change a Customer Name?

A customer’s Name is unique in C2W Inventory and cannot be changed after the customer has been created.

If you need to change it, use Copy to create a new customer with the new Customer Name while keeping the existing customer information.

01
Open the customer whose Customer Name you want to change.
02
Click Copy.
03
Enter the new Customer Name.
04
Review the copied information and make any other changes as needed.
05
Click Save to create the new customer.
06
Deactivate the original customer if it is no longer needed.
Tip

Using Copy saves you from reentering the customer’s contact, billing address, shipping address, payment, and other information when only the Customer Name needs to change.

Related Guides

In this tab

A complete step-by-step video tutorial for setting up C2W Inventory.

Watch to Get Started
Scroll to Top

📧 Enter your email to subscribe and download now.