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XTM Cloud 26.2

Activating customers

You can activate a previously deactivated customer (for details, see Deactivating customers) at all times. When you do so, you and other Project Managers can create new projects for this customer again.

Procedure. To activate a previously deactivated customer:
  1. Select the Customers > Customers list tab.

  2. If required, use the search box and quick filters to find the appropriate customer. For details, see Searching for customers.

  3. Select the context menu icon ellipsis_vertical_context_menu_brand_refreshed.svg on the left-hand side of the required deactivated customer's name. Inactive customers are grayed out in the Customers list.

  4. From the context menu, select Activate.

Result: the selected customer is active again. You and other Project Managers can create new projects for this customer. However, if the customer had in-progress projects when they were deactivated, these projects must be activated separately, if required. For details, see Activating the archived projects.