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#21217 - 03/03/10 06:43 AM Deleting inactive customers
Acrylon Offline
Adagio Specialist

Registered: 04/12/07
Posts: 384
Loc: Canada
I realize that it is possible to delete customers one by one, but is there an easy way to delete all customers that have been inactive for say 2 years?

The company split a long while ago, and, as a result, many inactive customers are left on the system. In the past, there had supposedly been a way to select the number of years of inactivity and delete all customers falling in that category.

We are using Version 8.1A (070920)

Thanks!

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#21218 - 03/03/10 07:03 AM Re: Deleting inactive customers [Re: Acrylon]
Ryan Brohman Offline
Adagio Pro

Registered: 01/03/07
Posts: 10
Loc: Waterloo, Ontario
Dakota software's Toolkit for Adagio, specifically the Customer Changer module, will help with this.

It allows you to import a list of customers to be combined into a single customer code. You can then delete that customer.

Saves a lot of time and works really well for a number of our clients.
_________________________
Ryan Brohman

Kitchener, ON


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#21221 - 03/03/10 07:37 AM Re: Deleting inactive customers [Re: Ryan Brohman]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Adagio Receivables V9.0 has both a "Mark inactive customers" and "delete inactve customers" menu choices.

Personally, I think that the Toolkit for Adagio is a better solution at sites with many modules, because combining the obsolete customers correctly updates all the associated invoice and sales analysis historical data.
_________________________
Andrew Bates

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