Remove PC Program Date for Inactive Customers

The PC Program date can be removed from one contact profile or multiple contact profiles at one time.

From the Contact Profile (recommended for one customer)

1. From the contact list, locate the customer. If necessary, set the Inactive and Preferred Program filters to Yes.
2. Open a contact profile, and highlight the date in the PC Program field. Then, use your keyboard and press .
3. Click to save the profile, then X to close it.

From the Preferred Program form (Removing Multiple Customers at one time)

1. From the Contacts menu, select Preferred Customer.
2. In the Preferred Program form, under the Filter options, select On Preferred Program.
3. From the Date Range field, select CUSTOM.
4. In the Start field, enter a date that includes everyone (such as 1/1/1900 to the current date), then click   OK  .
5. By default, only Active customers will be displayed in the grid. If the contacts to be removed are already set as Inactive, hover over the Active column header in the grid, click and select No then click Close. This filter will only display customers who are set as Inactive and currently have a PC Program date stored on their contact profile.
6. Uncheck the customers you want to remove the PC Program date from their contact profiles, or click to remove them all. 
7. When finished, click   OK   to close the form.

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Additional Information:

• Contact List Filters & Column Sort
• Filter Contacts by Preferred Program
• Add Additional Information to the Profile
• Export Customers to InTouch® or Other Apps