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Mass Delete Closed Contacts / Clients

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Experienced Cover User JPatonSSA
12 Posts
Experienced Cover User
Australia
JPatonSSA
Experienced Cover User

12Posts

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Mass Delete Closed Contacts / Clients

Hi,

 

Our firm had a previous policy in place where a client / contact would be closed and not deleted.

 

Our firm has now changed this policy to delete very old closed clients. Is there a way to delete a large number of them at once - instead of opening each client individually and deleting?

 

Kind Regards,

1 REPLY
MYOB Staff Post nickypic
33 Posts
MYOB Staff Post
Australia
nickypic
MYOB Staff Post

33Posts

12Kudos

4Solutions

Accepted Solution Solved Solution

Re: Mass Delete Closed Contacts / Clients

Hi @JPatonSSA

 

Thank you for your query.

 

There is no bulk delete option available in Accountants Office.  You would need to delete each contact/client manually. 

 

As Accountant's Office is an historical database, you may also find it not possible to delete clients that have any historical data such as wip debtor history.   We recommend closing these.   

 

Good luck with your tidy up. 

 

 

As you have found you can delete Contacts/Clients if they don't have historical data, but a bulk process is not available.  


cheers,

Nicky
Practice Solutions Product Analyst
MYOB Australia Pty Ltd
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