Welcome to the Sage 200 Evolution ideas Portal
The idea is to be able to deactivate customer or supplier accounts much like with Inventory items.
The are a few reasons you may want to do this,
You may want to use this option to see which of your clients are actively purchasing from you or which suppliers you are buying from.
When sending out bulk emails, these accounts would also not be included in the mailing options
This should be a Customer Utilities option that a user can have options to use a range like
a. Where there are no movements for the past 30,60,90 days
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What is the workaround for the problem today?
The only workaround is to put the account on-hold. but if there is still a balance and there is an email linked that account will still be included for bulk emailing |
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| Your Designation/Role | Manager |
| Email. | |