peterpan1279's avatar
3 years ago
Status:
New

Cards: Bulk inactive

Every year we make 50-80 customers inactive (preschool, children going on to primary. There should be a way to mark all cards you wish to make inactive to do it in one step rather than having to do each one manually including in the current pricing, ie not using a third party app.

I am aware there is a way to export then import but this is also time consuming.

 

"Bulk inactive customers"

3 Comments

  • I've just taken over an administration role and found there are over 2000 customers in our MYOB that should be inactive!  This is going to take me forever!

    • gavin12345's avatar
      gavin12345
      Ultimate User

      The quickest way to update these yourself is via the import function. Best to practice on a copy of your file to ensure you get it right. Importing takes about 1 second per entry. Try MYOX Services as they can update all sorts of things much quicker than via import.

       

      Regards

      Gavin

  • We have the same issue, we need to make 40-80 cards each year in-active. Doing this individually is very time consuming. A list with a tick box would be ideal.