Report: Client Query Wizard: Inactive Clients

	Related Pages
	Client Query Wizard Overview; Remote Multiple Contacts from CSV;
	Related Categories
	Reports; Client Query Wizard;

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.