Inactive customers

Peanut
Peanut Member Posts: 1 Novice Member Novice Member
edited October 11 in Accounts Hosted
I have just started at a new company and they have hundreds of customers who need to be made inactive. Is there a quick way?

Comments

  • John Graetz
    John Graetz Member Posts: 1,663 Reckon Star Reckon Star
    edited July 2020
    HI Peanut.  It depends on what you mean by quick.  The quickest way that I know of is to set your Customer View to All Customers, then progressively go down the list, find each inactive customer and click to the left of the name.  This will place an "X" against their name to make them inactive.  Then set your Customer View to Active Customers, or whatever other view you might want.
    John L G 
  • Big Hat
    Big Hat Accredited Partner Posts: 101 Accredited Partner Accredited Partner
    edited October 2017
    Yes. Call me on 0418 771 971

    John Peppas

  • Unknown
    Unknown
    edited August 2019
    This content has been removed.
  • Jacqui Allen
    Jacqui Allen Member Posts: 239 Reckoner Reckoner
    edited October 2017
    Yes there is. Export the list of customers, using excel open the file, split the window so you can see the customer name on the left and the hidden (Y = inactive) column on the right. Using 2 keys Y & down arrow work your way down the list. You can save it as an excel workbook if you intend to modify this over a couple of days and when your ready save it as a Tab Delimited file, you can then use the IIF file format to import.  Be safe and do a backup prior to importing.

    Good Luck
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