Deleting Double Clients in Helios V9 - tanTALK

TikiTanningChris · 03-27-2003, 02:01 AM

How do you go about taking double clients out of the database while in Helios

Andy · 03-27-2003, 02:42 AM

Bring up the client you wish to delete and click on the "X" in the ToolBar or go File and Delete or use Shift/Delete. You will get a prompt message asking you to confirm you wish to permanently Delete the client and you will then need to provide the appropriate Password that has been authorized to Delete Clients.

The only "tool" in Helios that assists in FINDING duplicate clients is the Duplicate List in Management Reports ... this report solely uses the Birthdate to find and report possible Duplicate Clients.

Hope this helps ...

_________________

Andy Thompson
ACT Business Solutions
Toll-Free 877-777-6717
andy@atso.ca
ACT Help Center [ This Message was edited by: Andy @ ATSO.ca on 2003-03-27 02:43 ]

TikiTanningChris · 03-28-2003, 03:18 AM

Thanks, I will try this as sone as I get some time

TikiTanningChris · 03-28-2003, 03:18 AM

Thanks, I will try this as sone as I get some time

CHUNN · 03-28-2003, 03:18 PM

Be careful that the client does not have an active EFT associated because it will not be removed. Andy, Is this still the case with Helios 10?

Andy · 03-28-2003, 03:32 PM

Helios actually have fixed the associated EFT record issue in V10. When you delete a Client in V10 the EFT record (if any) associated with it is also deleted.

HOW ... the following are not and should be:

... Comment Record
... Department and Division Summary Records
... Service Records

Transaction and Voided Transaction records are also retained on Deleted Clients ... that makes a LITTLE more sense since likely you want to include at least the Sales Records on Sales Reports ... a more appropriate way to handle this in a Relational Database structure (which we know Helios is a far shot from that) would be to make a Client inactive (awaiting purge), which would stop the client from displaying as a current client ... this appropriately would save recording the Client First Name, Client Last Name again and again and again in EVERY transaction record ... major waste of space.

_________________

Andy Thompson
ACT Business Solutions
Toll-Free 877-777-6717
andy@atso.ca
ACT Help Center [ This Message was edited by: Andy @ ATSO.ca on 2003-03-28 15:34 ]

Similar Threads
Thread	Thread Starter	Forum	Replies	Last Post
HELIOS Regional Trainings - Winter Schedule	Andy	Technology Forum	3	11-09-2004 07:19 PM
Helios report: clients who haven\'t visited in last X days?	Chris Is Tan	General Tanning Industry Discussions	2	01-22-2003 05:49 AM
HELIOS Average Cost and COGS	Andy	Technology Forum	2	08-22-2002 07:19 PM
more about Helios V10	Andy	Technology Forum	3	05-28-2002 08:35 AM

03-27-2003, 02:01 AM	#1 (permalink)
TikiTanningChris Join Date: Mar 9 2003 Posts: 10 Rep Power: 0	How do you go about taking double clients out of the database while in Helios

03-27-2003, 02:42 AM	#2 (permalink)
Andy Join Date: Jan 25 2000 Location: CT Posts: 1,768 Rep Power: 25	Bring up the client you wish to delete and click on the "X" in the ToolBar or go File and Delete or use Shift/Delete. You will get a prompt message asking you to confirm you wish to permanently Delete the client and you will then need to provide the appropriate Password that has been authorized to Delete Clients. The only "tool" in Helios that assists in FINDING duplicate clients is the Duplicate List in Management Reports ... this report solely uses the Birthdate to find and report possible Duplicate Clients. Hope this helps ... _________________ Andy Thompson ACT Business Solutions Toll-Free 877-777-6717 andy@atso.ca ACT Help Center [ This Message was edited by: Andy @ ATSO.ca on 2003-03-27 02:43 ]

03-28-2003, 03:18 AM	#3 (permalink)
TikiTanningChris Join Date: Mar 9 2003 Posts: 10 Rep Power: 0	Thanks, I will try this as sone as I get some time

03-28-2003, 03:18 AM	#4 (permalink)
TikiTanningChris Join Date: Mar 9 2003 Posts: 10 Rep Power: 0	Thanks, I will try this as sone as I get some time

03-28-2003, 03:18 PM	#5 (permalink)
CHUNN Join Date: Oct 17 2000 Location: Huntsville, AL Posts: 3,819 Blog Entries: 1 Rep Power: 25	Be careful that the client does not have an active EFT associated because it will not be removed. Andy, Is this still the case with Helios 10?

03-28-2003, 03:32 PM	#6 (permalink)
Andy Join Date: Jan 25 2000 Location: CT Posts: 1,768 Rep Power: 25	Helios actually have fixed the associated EFT record issue in V10. When you delete a Client in V10 the EFT record (if any) associated with it is also deleted. HOW ... the following are not and should be: ... Comment Record ... Department and Division Summary Records ... Service Records Transaction and Voided Transaction records are also retained on Deleted Clients ... that makes a LITTLE more sense since likely you want to include at least the Sales Records on Sales Reports ... a more appropriate way to handle this in a Relational Database structure (which we know Helios is a far shot from that) would be to make a Client inactive (awaiting purge), which would stop the client from displaying as a current client ... this appropriately would save recording the Client First Name, Client Last Name again and again and again in EVERY transaction record ... major waste of space. _________________ Andy Thompson ACT Business Solutions Toll-Free 877-777-6717 andy@atso.ca ACT Help Center [ This Message was edited by: Andy @ ATSO.ca on 2003-03-28 15:34 ]

Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)