{"id":5897,"date":"2024-09-30T06:38:43","date_gmt":"2024-09-30T06:38:43","guid":{"rendered":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-inactive-details\/"},"modified":"2024-10-03T08:06:01","modified_gmt":"2024-10-03T08:06:01","slug":"p3-hvac-software-customer-inactive-details","status":"publish","type":"post","link":"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-inactive-details\/","title":{"rendered":"Tuesday Tool Tip &#8211; Customer In Active Details"},"content":{"rendered":"<h2>Customer In Active Details<\/h2>\n<p>Ever have a situation where you come across a customer, they are marked In Active, but you don&#8217;t know how that happened?<\/p>\n<p>Well, on the P3 Customer Record, you have the ability to see who marked the customer In Active and when.<\/p>\n<p>Go to the customer record and click the Info icon, next to the status. A popup will appear.<\/p>\n<p>The popup contains the person that marked the Customer In Active, along with the date it happened.\u00a0 Should the status change back to Active, then the icon will no longer display.\u00a0 This icon is only for displaying information when the status changes to In Active.<\/p>\n<p>Please note this is recent functionality, so it will only display information for changes made after April, 2023.<\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>Customer Record Icon Location<\/strong><\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-3369\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/In-Active-Icon-1024x551.png\" alt=\"In Active Icon\" width=\"1024\" height=\"551\" \/><\/p>\n<hr \/>\n<p style=\"text-align: center;\"><strong>In Active Details<\/strong><\/p>\n<p style=\"text-align: center;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-3370\" src=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/In-Active-Details-1024x539.png\" alt=\"In Active Details\" width=\"1024\" height=\"539\" \/><\/p>\n<hr \/>\n<h2>About P3 HVAC Software<\/h2>\n<p>We encourage you to review our site and learn about how we help HVAC Companies operate more efficiently.\u00a0 \u00a0Please use this link to schedule a <a href=\"https:\/\/myweburls.com\/hvacbusiness\/lets-talk\/\">free demo of P3 HVAC Software<\/a>.\u00a0 Lastly, be sure to check in weekly as we will post a new Tool Tip each Tuesday.\u00a0 Lastly, current users of P3 HVAC Software, please be sure to join our <a href=\"https:\/\/www.facebook.com\/groups\/739653930048406\">Private Facebook Group<\/a> for great discussions with other HVAC Companies on how they are using the software for their HVAC business.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Customer In Active Details Ever have a situation where you come across a customer, they are marked In Active, but you don&#8217;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 [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":5450,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"slim_seo":[],"footnotes":"","_links_to":"","_links_to_target":""},"categories":[329],"tags":[388,422,402,365,386,335],"class_list":["post-5897","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tuesday-tool-tip","tag-hvac-business-solutions","tag-hvac-customer-management","tag-hvac-customer-record","tag-hvac-software","tag-p3-software","tag-p3-hvac-software"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.8 (Yoast SEO v23.8) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Tuesday Tool Tip - Customer In Active Details<\/title>\n<meta name=\"description\" content=\"Excerpt\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-inactive-details\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tuesday Tool Tip - Customer In Active Details\" \/>\n<meta property=\"og:description\" content=\"Excerpt\" \/>\n<meta property=\"og:url\" content=\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-inactive-details\/\" \/>\n<meta property=\"og:site_name\" content=\"HVAC Business Solutions\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/hvacbusinesssolutions\" \/>\n<meta property=\"article:published_time\" content=\"2024-09-30T06:38:43+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-10-03T08:06:01+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/myweburls.com\/hvacbusiness\/wp-content\/uploads\/2024\/09\/In-Active-Details.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1440\" \/>\n\t<meta property=\"og:image:height\" content=\"758\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Brian Starzec\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Brian Starzec\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-inactive-details\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/p3-hvac-software-customer-inactive-details\/\"},\"author\":{\"name\":\"Brian Starzec\",\"@id\":\"https:\/\/myweburls.com\/hvacbusiness\/#\/schema\/person\/6b9e09b2e6a0905b99227b395689c81f\"},\"headline\":\"Tuesday Tool Tip &#8211; 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