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  • 1.  Automated Tool ( Aside From VI ) To Prune Contacts

    Posted 10-28-2020 09:28
    A customer wants to purge or inactivate a large number of customer contacts.

    I am aware that the traditional way to prune or update customer contacts would be VI - export, modify, reinitialize, import.

    Is there any other option which might be easier that I’m overlooking.

    They are on premium so likely could run an update outside of Sage though I’m unsure about whether I’d be orphaning customer contact codes that might be in use.

    Note: VI is pretty easy. It’s just that when the datasets are large there is a lot more caution/time/testing required to make large changes. Therefore if I am overlooking an existing tested tool that’s what I’d prefer.



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    Wayne Schulz - Schulz Consulting - 860-516-8990
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  • 2.  RE: Automated Tool ( Aside From VI ) To Prune Contacts

    Posted 10-28-2020 11:18
    After pruning contacts via SQL you could also script removing any primary contacts in customer records that are no longer valid.

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    Phil McIntosh
    President
    Friendly Systems, Inc.
    Asheville NC
    678.273.4010 ext 5
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  • 3.  RE: Automated Tool ( Aside From VI ) To Prune Contacts

    Posted 10-28-2020 12:18
    It's easy to copy and paste between Excel and SQL.  You could copy the contacts from SQL to Excel, make the changes in Excel, delete the contacts in SQL, then copy Excel to SQL.

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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Assistant to the Traveling Secretary
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  • 4.  RE: Automated Tool ( Aside From VI ) To Prune Contacts

    Posted 10-28-2020 12:47
    How do you decide who to prune?    Review via spreadsheet or is there some automated way of seeing if they are active?

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    Lee Graham
    Friendly Systems, Inc.
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    Original Message


  • 5.  RE: Automated Tool ( Aside From VI ) To Prune Contacts

    Posted 10-28-2020 13:33
    I've seen @David Speck II post a method for deleting rows using a VI job.

    You could also try a "UDF_DELETE" checkbox, import to that, then run a BOI / button script to do the deletions (including checking AR_Customer for it being a default...).

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 6.  RE: Automated Tool ( Aside From VI ) To Prune Contacts

    Posted 10-28-2020 13:49
    See this post.
    https://www.sagecity.com/support_communities/sage100_erp/f/sage-100-business-object-interface/125437/im_pricecode_bus-doesnt-have-a-delete-function/334945#334945

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    David Speck II
    Tennessee Software Solutions
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    Original Message


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