Create a toggle feature where customer/suppliers with zero balances that haven't been used in say 12 months get auto archived.

Idea suggested by Kevin Doran 8 years ago

Create a toggle feature where customer/suppliers with zero balances that haven't been used in say 12 months get auto archived.

8 Replies

Hi Kevin,

Unfortunately there are no features within the system to provide a quick list of customers and suppliers not used. The only way to check the specific customer or supplier activity would be to check the invoices and bills.

I can convert this to an idea post if you would like?

Go on then....

Perhaps a toggle feature where customer/suppliers with zero balances that haven't been used in say 12 months get auto archived.

Just to continue on slightly from this.

I notice archiving an entity doesn't remove them from the Customer/Supplier > All list. Yes they won't appear in the Dropdown when creating the invoice/bill but they're still present on the main list. Therefore, having that list split into active/archived/all would probably be more useful as it can really get cluttered in there after a while.

If this does get considered, then need to think how it would work for customers who only get invoiced every year (via recurring invoices).

A very good point Christophe.

I was coming at it was a supplier list point of view in all honesty so there should perhaps be a toggle feature for both customers and suppliers. Maybe you could even set the default period yourself instead of it being system generated.

Great suggestions we definitely need a better feature for archiving. The above suggestions will definitely be taken into consideration by our development team when updating features.

I feel the proposed solution may not be ideal - there's a danger with such automatic features, as users can easily forget such option is toggled on. And generally automatic changes applied by the system should be reviewed by users.

As Christophe described, there might be some edge cases where such automatic archive catch customers that shouldn't be archived.

I personally feel that the user should make an explicit request to archive a customer.

If I understand correctly, the user need is to archive inactive customers. Wouldn't a way to see such customers ('inactive customers report') with the ability to (also bulk) archive them suffice?

Perfect Roey.

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