ljones3803
Level 1

Account management

I have been frustrated by this for some time now and I have seen no good options to remove inactive customers from the report. Even ones with NO ACTIVITY show on the report.  Using the multiple names option means you have to adjust it every month a customer moves out. So what I came up with is creating a customer type "active" and then filter by customer type "active" and only they show up. When I make one inactive I just add the task of deleting the type. Still not the best but better than the other options.  If you already have something in customer type you can still use it by deleting the field when you make it inactive and filter multiple types by all of the types you are using.