Custom SQL Queries : How to mark customers as inactive

Knowledge Base Article

Knowledge Base Index : Custom SQL Queries

How to mark customers as inactive

This article will describe how to handle customers in your TRS database that you no longer want to include on emails and mailing lists.
Many people ask how they can delete customers out of TRS. This is not the best practice since many of the records in the other tabs such as sales, repairs, classes, etc have history associated with those customers. The best practice is to make those customers that you no longer want to include in mailing labels or emails inactive in TRS. If they come back to purchase something TRS will mark them as active again. Here is how you can inactive customers that have not purchased anything in a while. It is highly recommended that you make a backup of your TRS database before doing this or any mass edit. 1. In TRS, click on File then click on Manual SQL Update, enter your security code when prompted and click on yes to the warning message. 2. In the Manual SQL Form window copy and paste the following: update customer set custinactive = “T” where custdate2 < “1/1/2006” 3. The above statement will check the inactive box on the customer tab for any customer who has a Last Activity Date less then 1/1/2006. Change the date to the date you want to use. 4. Click on Execute, when TRS is Done you will receive a message that says Done!, click on ok. 5. On the customer tab make sure that the View Option is set to All and click on the refresh data button (the curved arrow). Whenever you use the Email Export, Bulk Email or Mailing Address Label functions in TRS it will skip the customers who have the inactive box checked.

Article Details

Date Created March 16, 2009

Author Robert Pirone

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© Copyright JMM Software, Inc.
http://www.jmmsoftware.com/

How to mark customers as inactive
This article will describe how to handle customers in your TRS database that you no longer want to include on emails and mailing lists. Many people ask how they can delete customers out of TRS. This is not the best practice since many of the records in the other tabs such as sales, repairs, classes, etc have history associated with those customers. The best practice is to make those customers that you no longer want to include in mailing labels or emails inactive in TRS. If they come back to purchase something TRS will mark them as active again. Here is how you can inactive customers that have not purchased anything in a while. It is highly recommended that you make a backup of your TRS database before doing this or any mass edit. 1. In TRS, click on File then click on Manual SQL Update, enter your security code when prompted and click on yes to the warning message. 2. In the Manual SQL Form window copy and paste the following: update customer set custinactive = “T” where custdate2 < “1/1/2006” 3. The above statement will check the inactive box on the customer tab for any customer who has a Last Activity Date less then 1/1/2006. Change the date to the date you want to use. 4. Click on Execute, when TRS is Done you will receive a message that says Done!, click on ok. 5. On the customer tab make sure that the View Option is set to All and click on the refresh data button (the curved arrow). Whenever you use the Email Export, Bulk Email or Mailing Address Label functions in TRS it will skip the customers who have the inactive box checked.
Article Details
Date Created	March 16, 2009
Author	Robert Pirone
Article Options	[e-Mail this Article] [Print this Article] [Bookmark Article]
© Copyright JMM Software, Inc. http://www.jmmsoftware.com/