What happens when I deactivate a client?

Deactivating a client should be done when you do not wish the client to be screened any longer, but still retain their information for auditing purposes - in line with any 'retention policies' that your organisation follows. In order to deactivate a client, you can either mark them as 'inactive' individually, or you can export your customer list (in import format) and mark their status to 'inactive' represented by the property of ‘0’ within the excel sheet. ‘Active’ is represented by the property of ‘1’.

If you are unsure on how to export your customer list, please click here