{"id":1335,"date":"2020-12-07T09:18:03","date_gmt":"2020-12-07T14:18:03","guid":{"rendered":"https:\/\/chuv.umontreal.ca\/intranet\/ti\/?p=1335"},"modified":"2022-02-10T10:42:15","modified_gmt":"2022-02-10T15:42:15","slug":"inactiver-un-client","status":"publish","type":"post","link":"https:\/\/chuv.umontreal.ca\/intranet\/ti\/inactiver-un-client\/","title":{"rendered":"Inactiver un client (10-02-2022)"},"content":{"rendered":"\n<p>L\u2019inactivation des clients est r\u00e9serv\u00e9 \u00e0 l\u2019\u00e9quipe de comptabilit\u00e9. Si vous n\u2019\u00eates pas dans l\u2019\u00e9quipe de comptabilit\u00e9, mais avez besoin d\u2019inactiver un client. SVP contacter l\u2019\u00e9quipe de comptabilit\u00e9.<\/p>\n\n\n\n<p>Pour inactiver le client:<\/p>\n\n\n\n<p>1 \u2013 Chercher le client et ouvrir l\u2019\u00e9cran d\u00e9tails du client.<br>2 \u2013 Dans l\u2019onglet \u00abD\u00e9tails client\u00bb d\u00e9-cocher l\u2019option \u00abActive\u00bb et sauvegarder<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientInactif1-700x583.png\" alt=\"\" class=\"wp-image-1336\" width=\"344\" height=\"286\" srcset=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientInactif1-700x583.png 700w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientInactif1-300x250.png 300w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientInactif1-768x640.png 768w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientInactif1.png 1102w\" sizes=\"auto, (max-width: 344px) 100vw, 344px\" \/><\/figure>\n\n\n\n<p>3 &#8211; Changer l&#8217;\u00e9tait de cr\u00e9dit vers \u00abInactif\u00bb afin de emp\u00eacher l&#8217;utilisation du client pour la facturation et admissions.  Aller dans l&#8217;onglet \u00abFacturation\u00bb et s\u00e9lectionner l&#8217;option \u00abInactif\u00bb dans la section Client (gestion) champ \u00c9tat du cr\u00e9dit.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"515\" src=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2022\/02\/InactifClientStatutCredit1-700x515.png\" alt=\"\" class=\"wp-image-5157\" srcset=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2022\/02\/InactifClientStatutCredit1-700x515.png 700w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2022\/02\/InactifClientStatutCredit1-300x221.png 300w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2022\/02\/InactifClientStatutCredit1-768x566.png 768w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2022\/02\/InactifClientStatutCredit1-1536x1131.png 1536w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2022\/02\/InactifClientStatutCredit1.png 2026w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2022\/02\/InactifClientStatutCredit2.png\" alt=\"\" class=\"wp-image-5158\" width=\"240\" height=\"130\" srcset=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2022\/02\/InactifClientStatutCredit2.png 402w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2022\/02\/InactifClientStatutCredit2-300x163.png 300w\" sizes=\"auto, (max-width: 240px) 100vw, 240px\" \/><\/figure>\n\n\n\n<p>4 \u2013 Ajouter l\u2019alerte \u00abAlerte client INACTIF\u00bb dans l\u2019onglet \u00abCommentaires\/Alertes\u00bb, cliquer sur le bouton \u00abAdd log entry\u00bb (Ajouter alerte\/commentaire) et choisir l\u2019alerte \u00abAlerte client INACTIF\u00bb<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientinactif2-700x498.png\" alt=\"\" class=\"wp-image-1337\" width=\"379\" height=\"269\" srcset=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientinactif2-700x498.png 700w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientinactif2-300x213.png 300w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientinactif2-768x546.png 768w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientinactif2.png 1024w\" sizes=\"auto, (max-width: 379px) 100vw, 379px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientinactif3-700x343.png\" alt=\"\" class=\"wp-image-1338\" width=\"381\" height=\"187\" srcset=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientinactif3-700x343.png 700w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientinactif3-300x147.png 300w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientinactif3-768x377.png 768w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientinactif3.png 1272w\" sizes=\"auto, (max-width: 381px) 100vw, 381px\" \/><\/figure>\n\n\n\n<p>Ne pas oublier d\u2019inscrire la raison pour l\u2019inactivation du client dans le boite de commentaire.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientInactif4-700x395.png\" alt=\"\" class=\"wp-image-1339\" width=\"393\" height=\"221\" srcset=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientInactif4-700x395.png 700w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientInactif4-300x169.png 300w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientInactif4-768x433.png 768w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientInactif4.png 1056w\" sizes=\"auto, (max-width: 393px) 100vw, 393px\" \/><\/figure>\n\n\n\n<p>5 \u2013 Sauvegarder l\u2019alerte\/commentaire.<\/p>\n\n\n\n<p>Une fois que vous avez inactiv\u00e9 le client, ce client ne sera plus disponible dans des listes des clients (par exemple sur l\u2019\u00e9cran recherche client, des listes des clients sur des PAs, etc). Si vous avez besoin de retrouver un client inactiv\u00e9, vous pouvez utiliser l\u2019\u00e9cran recherche client. Il faut simplement d\u00e9cocher l\u2019option \u00abActive\u00bb en haut de l\u2019\u00e9cran.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"700\" height=\"397\" src=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientinactif5-700x397.png\" alt=\"\" class=\"wp-image-1340\" srcset=\"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientinactif5-700x397.png 700w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientinactif5-300x170.png 300w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientinactif5-768x435.png 768w, https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-content\/uploads\/sites\/6\/2020\/12\/clientinactif5.png 1390w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/figure>\n\n\n\n<p class=\"has-text-align-right\">(<em>derni\u00e8re maj 10 f\u00e9v 202<\/em>2)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>L\u2019inactivation des clients est r\u00e9serv\u00e9 \u00e0 l\u2019\u00e9quipe de comptabilit\u00e9. Si vous n\u2019\u00eates pas dans l\u2019\u00e9quipe de comptabilit\u00e9, mais avez besoin d\u2019inactiver un client. SVP contacter l\u2019\u00e9quipe de comptabilit\u00e9. Pour inactiver le client: 1 \u2013 Chercher le client et ouvrir l\u2019\u00e9cran d\u00e9tails du client.2 \u2013 Dans l\u2019onglet \u00abD\u00e9tails client\u00bb d\u00e9-cocher l\u2019option \u00abActive\u00bb et sauvegarder 3 &#8211; [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9,30,90],"tags":[],"class_list":["post-1335","post","type-post","status-publish","format-standard","hentry","category-comptabilite","category-gestion-client-comptabilite","category-index"],"_links":{"self":[{"href":"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-json\/wp\/v2\/posts\/1335","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-json\/wp\/v2\/comments?post=1335"}],"version-history":[{"count":6,"href":"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-json\/wp\/v2\/posts\/1335\/revisions"}],"predecessor-version":[{"id":5161,"href":"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-json\/wp\/v2\/posts\/1335\/revisions\/5161"}],"wp:attachment":[{"href":"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-json\/wp\/v2\/media?parent=1335"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-json\/wp\/v2\/categories?post=1335"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/chuv.umontreal.ca\/intranet\/ti\/wp-json\/wp\/v2\/tags?post=1335"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}