Report: Client Query Wizard: Inactive Clients

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Revision as of 19:26, 5 March 2019 by Kcrenshaw (Talk | contribs)
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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

  1. Select Client -> Client Query.
  2. Select General Client Query. Select Next.
    Clntqrywiz-gen.png
  3. Select Additional Filters.
    Clntqrywiz-gen-1.png
  4. Un-check Exclude inactive clients. Select Ok.
    Clntqrywiz-gen-2-addl-inactives.png
  5. Select Next, then Next on the sort method screen.
  6. Select Output Format -> Comma Separated File (CSV). Select Next.
    Clntqrywiz-gen-4-outputmethod-csv.png
  7. Select the desired save location, and enter a file name. Select Save.
  8. Once the file is saved, minimize Agency Systems and open the exported CSV file.
  9. Highlight the Alpha column. (NOTE: This will be column B)
    Clntqrywiz-csv-alphasort.png
  10. Select Sort & Filter -> Custom Sort.
    Clntqrywiz-csv-alphasort-custom.png
  11. Select Expand the selection, then Sort...
  12. Select Column -> Sort By -> Alpha. Verify My data has headers is checked, and select OK.
    Clntqrywiz-csv-alphasort-custom-sortby.png
  13. 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 *.
  14. 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.