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Do not sell List

How to ban customers by adding them to your do not sell list

Luis Fonseca avatar
Written by Luis Fonseca
Updated over 2 weeks ago

How to add customers to your Do not sell List:

  • Inside the Applicants menu, search for the person you wish to ban and select that person.

  • Click on the Ban button to add that person to the Do not sell List.

  • You can enter a note on why that person is banned and then click on Add To List.

  • Your customer will now be banned.

How to remove customers from the Do not sell List

  • Inside the Applicants menu, search for the person you wish to unban and select that person.

  • Click on the Banned button to remove that person to the Do not sell List.

  • You can enter a note on why they are unbanned and click on Remove from List.

  • The person will now be unbanned.

Checking if a person is Banned when doing a scan from the PALIDIN Desktop

  • If you want the ban list to be applied to your PALIDIN Desktop, you will need to update PALIDIN to version 3.4.1 and create a workflow that checks the ban list.

    • For guidance on how workflows functions in Desktop and how to create a workflow, please review this Article and this other Article

If you have questions, please contact support by:

Using chat feature at the bottom right of page

Calling 800.883.8822

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