Make customers with no activity for a few years as "inactive."
by: ANITA A. | over a year ago | Financial Management
Votes
33
Add ability to have the Mas90/Mas200 automatically designate ‘inactive’ to a customer that does not have any activities for a number of months.
by: ANITA A. | over a year ago | Financial Management
Comments
The customer database will be cleaner.
Isn't there a way to make a customer inactive without copying a company and/or purging them? Since there is no perpetual history report by customer, we don’t want to get rid of any – just hide them so MAS doesn’t sort through so much data. We now have 7,290 customers that come up in our inquiries and lists.