Allow AI Agent to move customers to Inactive or Active
complete
B
Beatrice Lawn Care
Right now, the AI agent is unable to change customer status. For those of us that have transferred data from another company or a company we purchased, the AI agent is unable to inactivate customers.
AI Agent was able to identify customers that have not received an invoice from 2025-2026 but is unable to change customer status
Josh Kahle
updated the status to
complete
This has been completed. Please let us know if you have any feedback as you begin using it.