Difference between revisions of "Report: Client Query Wizard: Inactive Clients"
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<li>[[Report: Client Query Wizard|Client Query Wizard Overview]]</li> | <li>[[Report: Client Query Wizard|Client Query Wizard Overview]]</li> | ||
| − | <li>[[Report: Client Query Wizard: Remove Multiple Contacts From CSV| | + | <li>[[Report: Client Query Wizard: Remove Multiple Contacts From CSV|Remove Multiple Contacts from CSV]]</li> |
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==== Process ==== | ==== Process ==== | ||
| − | #Select ''' | + | #Select '''Client -> Client Query'''. |
#Select '''General Client Query'''. Select '''Next'''. | #Select '''General Client Query'''. Select '''Next'''. | ||
#:[[File:Clntqrywiz-gen.png]] | #:[[File:Clntqrywiz-gen.png]] | ||
Latest revision as of 13:58, 21 August 2019
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Overview
The report below will output a list of all contacts and contact email addresses for all inactive clients in Agency Systems. Inactive Prospects are included, however that step can be skipped if desired.
See Report: Client Query Wizard for additional details.
Process
- Select Client -> Client Query.
- Select General Client Query. Select Next.
- Select Additional Filters.
- Un-check Exclude inactive clients. Select Ok.
- Select Next, then Next on the sort method screen.
- Select Output Format -> Comma Separated File (CSV). Select Next.
- Select the desired save location, and enter a file name. Select Save.
- Once the file is saved, minimize Agency Systems and open the exported CSV file.
- Highlight the Alpha column. (NOTE: This will be column B)
- Select Sort & Filter -> Custom Sort.
- Select Expand the selection, then Sort...
- Select Column -> Sort By -> Alpha. Verify My data has headers is checked, and select OK.
- The spreadsheet will be sorted by the Alpha column.
- All inactive clients will have a * in front of the Alpha code. (Example: *THOJAC)
- Any active clients will have a standard Alpha Code without the leading *.
- Delete all active clients from the spreadsheet.
To remove multiple contacts for the remaining inactive clients from the CSV file, See: Report: Client Query Wizard: Remove Multiple Contacts From CSV.
