Search results by user ID 5855

Re: Deleting Large Amount of Customers

PetzLife D — Fri, 17 May 2013 17:10:20 GMT

Thanks Jason.... It would be nice to delete, but changing the preset filter works almost as good as that. Appreciate the quick response.

Best Regards,

Darrin

Deleting Large Amount of Customers

PetzLife D — Thu, 16 May 2013 16:36:50 GMT

So we are a company that has customer types who are end consumers, wholesalers, and distributors. We have them labeled as different "customer types" in Quickbooks and Method. For the use of Method, we DO NOT need the end consumer, or what we have labeled "retail". Problem is, back when we imported our customers from Quickbooks, we accidentally imported ALL types of customers and our retail customers make up a large amount of that list (20,000+). We would like to get these types of customers out of the way as I believe it would speed up our database and get rid of the major clutter.

Is there a way for us to delete those "retail" customers en masse from our method database without deleting them from quickbooks?

Thanks.

Trouble Importing Customers from Xcel

PetzLife D — Wed, 06 Feb 2013 19:55:05 GMT

I am having trouble importing a customer list from Xcel. I had to change the "company name" column because there has to at least be a "name" column. Fine, I get that. But then when I went to import it, I was declined because I can't "have an empty value in the "name" field". It gave me that notice on a previous import and all I did was went back to the xcel document and typed in some name for each customer that did not oficially have one. BUT, this time around, none of my rows in the "name" column are empty........