Question

Closing Dormant Customer & Supplier Accounts

  • 1 October 2021
  • 2 replies
  • 112 views
G
Rank
Userlevel 4
Badge +6

Hi, 

Is it possible to run a mass close / block of dormant customer/ supplier accounts in IFS that have had no activity in a certain period of time (e.g 12 months).

 

Thanks,

 Georgina 

This topic has been closed for comments

2 replies

T
Rank
Userlevel 7
Badge +18

Hi, 

Sorry - No magic function.   

But if you can create an excel sheet of the customers you wish to expire, that data can be loaded such that the records can be updated.  

Although no direct magic function, it can be very easy to load an excel sheet. 

Best regards, 

Thomas

 

G
Rank
Userlevel 4
Badge +6

Hi Thomas,

 

Thanks for coming back to me, I had a feeling that would be the case.

 

Thanks,

 Georgina 

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