Inactive customers

  • 1
  • Question
  • Updated 3 years ago
  • Answered
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?
Photo of Peanut


  • 70 Points

Posted 3 years ago

  • 1
Photo of John Graetz

John Graetz

  • 29,164 Points 20k badge 2x thumb
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 
Photo of John Peppas

John Peppas, Accredited Partner

  • 1,754 Points 1k badge 2x thumb
Yes. Call me on 0418 771 971
Photo of Kevin Russell

Kevin Russell, Accredited Partner

  • 59,834 Points 50k badge 2x thumb
Yes you can Call me 0407744914
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