Active/Inactive customers

Milton H Witte
Milton H Witte Member ✭✭
in New to Quicken/Getting Started (Windows)
Looking for suggestions when using Quicken Business, Rentals & Home 2017, using Win 7.

I've made my customer list and it's working fine. What would be a good way to only have a list of active customers only?

But, at the same time, have my inactive, closed customers still available if they chose to buy again? This would help when producing customer statements, mailings, etc.

Comments

  • Quicken_Natalie
    Quicken_Natalie Moderator mod
    edited February 2020
    Hello @Milton H Witte,

    Thank you for taking the time to visit the Community and post your inquiry, although I apologize that you have not yet received a response.

    What version/release of Quicken are you using? You can find that by going to Help>About Quicken. Also, please see this FAQ for details on adding more information to your post so that other Community members are best able to assist you.

    If you have not already done so, I suggest taking a look at the information available here for more details regarding the tracking of Projects and Jobs in Quicken Home and Business.

    Hope this helps!

    -Quicken Natalie

     
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