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ID479 - Mark Contact Records Inactive Overview & Sample:

Mark Contact Records Inactive

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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips |  Related Alerts

 

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Overview

Overview

An alert similar to ones for Customers and Equipment, and will deactivate contacts created more than X months ago which are not linked to an Active Customer Record or assigned to any Active Record(ex: Contract, Equipment) or assigned to any non-closed transaction (ex: Sales Order, AR Task). It is installed in test mode with no changes being made to your data until you have a chance to review and tell us to 'go live'. At that point the alert runs monthly and automatically deactivates contacts, advising you which contacts have been deactivated.

 

Run Schedule:  Tuesdays AM

Type of Output: Email

 

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Sample

Sample

ID479Sample.png

 

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Variables

Variables

Variable X: Enter # Months Since Contact Created

 

 

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Alert Functionality

Alert Functionality

1. De-activates contacts created more than VariableX months ago which are not linked to an active record (i.e. Contract, Equipment, Customer) or open transaction (i.e. Sales Order, AR Task) in eAuto.

2. If contact is linked to both active and inactive Customer record (s), process will leave the contact active and will not remove the inactive customers from the contact record.

3. We will install in Test Mode first so you can review the process. 

4. Highlighted below are all the exact fields  on records we consider in eAuto:

Customer Level:

ID479Customer.png

Equipment Level:

ID479Equip.png

Contract Level:

ID479Contract1.png

ID479Contract2.png

AP Vendor Level:

ID479Vendor.png

 

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Best Practices & Tips

Best Practices & Tips

1. Please see THIS LINK on Best Practices for setting up Contact Records.

 

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Related Alerts

Related Alerts

ID156 - Mark Customer Records Inactive

ID157 - Mark Equipment Records Inactive

ID433App To Fix Duplicate Items / De-Dupe App

ID735 - Duplicate Contact Records

 

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