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 using your keyboard 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 (or from the main toolbar click  Preferred).
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 will include 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 will filter to only show customers that are set as Inactive that currently have a PC Program date stored on their contact profile.
6. Uncheck the customers that you want to remove the PC Program date from their contact profile,  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