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Inactive customers (Read 659 times)
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Inactive customers
03/17/09 at 08:48:22
 
There are approx 700 customers in our customer file, some going back to 2001, but of these only 100 or so are active.  Is there a way to flag customers as inactive or dormant so the F2 search doesn't display all 700?
 
Or, if there's no way to do that, what's the effect of deleting customers we haven't sold to in over four or five years?
 
Thanks.
 
Paul
Mont Blanc Gourmet
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Lynn_Pantic
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evolution (n) -
gradual change to a
different form

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Re: Inactive customers
Reply #1 - 03/17/09 at 09:51:51
 
The next update will have the ability to archive or purge old AR & AP data which will then allow you to delete the customers (or vendors) from the active list but still keep the history in the archive file.
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Lynn Pantic
IS Tech Support
lynn@istechsupport.com
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carie
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Re: Inactive customers
Reply #2 - 03/24/09 at 14:59:30
 
Will you have the option to delete or keep in CM when purging/archiving?
 
~Carie
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Evo-ERP Version 2015.2 with Build 7/02/2015
Pervasive 11.3 - 10 licenses / DBA since 2002

Carie Kirk
McDantim Inc
Helena, Montana
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Dawn
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Re: Inactive customers
Reply #3 - 04/22/09 at 08:00:43
 
Will this be just for EVO or will Classic get this also?
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Dawn
Classic - 7/5/10 update
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Lynn_Pantic
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evolution (n) -
gradual change to a
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Re: Inactive customers
Reply #4 - 04/22/09 at 10:14:31
 
It will be both Evo and Classic and the CM info will remain.
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Lynn Pantic
IS Tech Support
lynn@istechsupport.com
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