FormerMember

Customer Memos

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Posted By FormerMember

I'm looking for a way to mass edit/delete memos in customer maintenance in accounts relievable. I'm trying to clean up and delete memo codes so it will be more organized to pull reports. I currently have to look up everyone's account and manually delete the memo. I was wondering if there is a better way to do this?

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    You should be able to pull the existing data into Excel, clear the memo file to delete all records in Sage.  Then, delete/clean up the memo data in Excel.  Finally, import the revised memo data using Visual Integrator.  Try this in a test company first and make a backup of the customer memo file before you try it in your live company.

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  • 0

    You should be able to pull the existing data into Excel, clear the memo file to delete all records in Sage.  Then, delete/clean up the memo data in Excel.  Finally, import the revised memo data using Visual Integrator.  Try this in a test company first and make a backup of the customer memo file before you try it in your live company.

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