Bulk deletion or making inactive Customer Message

Question

is it possible to add a function to either delete or make inactive more than 1 Customer Message at a time?

Jason Zhu · Answer

Also, then you can use this toggle here to show/hide the inactive records.

Typically you cannot delete things that have been used before so making it inactive would be best option.

JTB346 · Answer

thanks. that's a lot of manual work compared to just having a "select multiple" or "select all" option within the software. will see how i go…

Jason Zhu · Answer

Hi @JTB346

Reckon doesn’t provide this function natively, but you could update Customer Messages by exporting them to IIF, editing them in Excel, then re-importing.

⚠️Before attempting I would recommend also creating a backup incase.

1. Export the Customer Message List

* Go to File > Utilities > Export > Lists to IIF Files
* Tick Customer Message List

3. Save the file and give it a name (e.g.. Customer Messages.IIF)

4. Download the exported file to your local PC (if using Hosted)

2. Edit the File in Excel

* Open Customer Messages.IIF in Excel
* Find the column header HIDDEN
* For each Customer Message you want to make inactive, change N to Y

Save the Modified File

* Save the file as Text (Tab delimited) (*.txt)

2. Rename the file from Modified - Customer Messages.IIF.txt to Modified - Customer Messages.IIF (remove the *.txt extension)

Re-import into Reckon

* Go to File > Utilities > Import > IIF Files
* Change “Files of type” drop-down to All Files
* Select Modified – Customer Messages.IIF and import it

Let me know how it goes😁