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Prior to deleting cancelled accounts you should check with your CPA!! ;)
Re: Getting Rid of Cancelled Customers
From: Matt Clark
Date: Monday, February 5, 2001
Time: 4:33:47 pm
-----Original Message-----
From: isp-list@optigold.com [mailto:isp-list@optigold.com]On Behalf Of
Shawn Hogan
Sent: Monday, February 05, 2001 5:00 PM
To: Optigold ISP List
Subject: Re: [Optigold ISP] Getting Rid of Cancelled Customers
Bill Brunton wrote:
> I am about to run out of licenses. I have about 800 cancelled customers in
> the files. How is the most gracefull way to delete the oldest ones to make
> more room? What are the pros and cons of doing so?
You could turn on the God-Level Found Set Delete under employee security.
Then you could search for customers with a termination date less than
1/1/2001:
<1/1/2001
Or any date for that matter. Then you can click the Delete button on the
Customer Info screen. Be careful with it though, it will delete all your
found customers.
The pro is you recoup the licenses. The con is that you loose all history
of the account (invoices, payments, etc.) so it's as if they were never a
customer.
> Yes Shawn, I am sure that you would like for me to send you another $1000
> for another batch of customers, but is there a better way?
{lol} I don't care if you delete customers. :-)
- Shawn
-------------------------------
Shawn D. Hogan
President, Digital Point Solutions
http://www.digitalpoint.com
(858) 452-3696
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