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Deleting Old Customer Records

Sage 50 general help forum - Free help and support for all general issues
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minskintin
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Deleting Old Customer Records

Post by minskintin » 04 Nov 2008, 15:37

Hello,

because of our type of business we have a massive amount of customers in our database which makes it reeeeeally sloooooow to find a customer and it's driving us mad.

Is there a way we can filter out old customers that we've had no dealings with before a certain date? We just can't seem to find a way to do it.

Thanks!

Minskintin :D
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brucedenney
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Sage Version: v30 UK/Europe/Africa

Post by brucedenney » 10 Nov 2008, 17:31

Search

Where - Last invoice Date - Is greater than - xx/xx/200x

You could also delete the really old accounts do the opposite search

Where - Last invoice Date - Is less than - xx/xx/200x

Swap
Delete

It will not delete anything with transactions on, clearing transactions at year end with clear audit trail will enable this.

Also worth running reindex and compression.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
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minskintin
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Post by minskintin » 11 Nov 2008, 18:30

Hi Bruce,

thanks for the reply. Tried that, worked a treat!

So easy when you know how :D

Many thanks, Minskintin
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