Find Inactive Customers

Overview

If you want to find when was the last time you have done a job for a specific customer or customers, you can arrange your customers by "Last Job Date" column.

Specifics

1. Open Rapid ERP and go to Sales -> Customer.
2. In the Customer List grid click on the Column Chooser icon and check Last Job Date.
3. Drag the column forward, so you can see it better.
   
   
   
4. Do not forget to set the timeframe to "All (Last 3 Years).
   
   
   
5. Check also the option called "All Without Job Sites" from the drop-down Show filter.
   
   
   
6. Click on the "Last Job Date" column to re-arrange the customers in descending order.
   
   
   
7. After identifying the customers you can flag them in few ways:

• Change the customer type under each customer to a customized customer type - create a customer type called “Need Credit Approval”, for example.
• Change the customers’ terms to a custom term called “Need Credit Approval”, where you set the due in/on field to 0 days, which should automatically set any jobs created marked as COD.
  Note
  Customer Type and and Terms are columns available in the Accounting/Billing screen.
• Put an “Alert Message” attached to each customer that needs a credit check. 
  This will help your hire desk to see your custom alert message when trying to create a new job. This is tedious to set up, because you have to set up an alert individually for each customer, but later you can remove this alert after the proper credit check has been performed.