Deleting Customers

Coxby · Post by **Coxby** » Sat 06 Oct, 2007 4:10 pm

John,

Is there a simple way to delete a customer entry?

Ed

Post by **John** » Sat 06 Oct, 2007 7:35 pm

There is an undocumented (and unsupported) feature that will allow you to perform edits and deletions.

Bear in mind that the database is a record of the contracts made between you and your customers, and it is for this reason it has been deliberately made difficult to alter, and also to give you a measure of protection from malicious tampering.

(I have sent you a PM with the instructions you require.)

Moosh · Post by **Moosh** » Wed 24 Oct, 2007 10:28 am

Hi John,

I would be grateful for this information too. As a newbie to the Estlite software I have managed to duplicate customers in error and don't want to delete the database.

Many thanks

barton · Post by **barton** » Fri 30 Nov, 2007 4:53 pm

Hi John.

This my wish list!

a) Administrator password required to:
1) Delete a job
2) Delete a customer
3) Delete a quotation

b) To be able to add a job/quote with out printing a docket. (This might be possible and I did not notice)

Thanks Liam

PS Glad to see you increased the price..

Post by **John** » Fri 30 Nov, 2007 8:35 pm

Hi Liam,

Thanks for the suggestions.

It is possible to add or subtract from stock the quantity of moulding required for a job without printing a docket. Just price a job on-screen in the usual way, then right-click on the Moulding Id box, and select the appropriate action from the menu.

The program, as it stands, will not record jobs in the database unless they are printed.

However there is a way round this restriction. Just output to a PDF file.

If you don't already have a PDF utility, download and install CutePDF (its free), then in the Printer Setup dialog select CutePDF as your printer. Now when you print a docket, instead of going to a physical printer, it will be written to a PDF File, and the record will be written to the database as if an actual docket had been printed.

(I'm not a big fan of editing or deleting records for the reasons outlined in my previous post.)

You will be happy to know that the price increase is to be applied retroactively

barton · Post by **barton** » Sat 01 Dec, 2007 4:51 pm

Hi,

Thanks for the reply.

Please can you send me the undocumented method?

I have several jobs which have been inadventently duplicated (i assume by clicking print more than once?)

And I have wondered about how should deal with an order which is entered and then cancelled by the customer, I would like to be able to delete these such duplicates and keep the list of orders tidy.

If you are not keen on deleting, how about offering the option being able to flag a job as cancelled?

Thanks Liam

markw · Post by **markw** » Sat 01 Dec, 2007 5:33 pm

Liam - I use on of the coloured bars in the history section to indicate the job as void.

Dr Jones · Post by **Dr Jones** » Fri 10 Oct, 2008 10:04 am

Hello John,
We now have Estlite up and running and it's making life a lot easier. However, due to there being several members of staff (of varying degrees of computer literacy) using the program we now have customers repeated (sometimes very often) in the database. This has also happened with several jobs. Would you please be kind enough to email me the details of how to delete an entry so I can tidy up the database and set records straight? I would be extremely grateful if you would do this.
Cheers, Martin.

jay · Post by **jay** » Fri 10 Oct, 2008 10:13 am

Hi John
Could you also send me details of how to delete customers from my database as I have a few who have died

and one or two duplicated.

Thanks
Jay

Post by **John** » Sat 11 Oct, 2008 6:48 am

PMs sent

Dr Jones · Post by **Dr Jones** » Mon 13 Oct, 2008 8:49 am

Thanks John, much appreciated.
Martin

michelle · Post by **michelle** » Tue 21 Oct, 2008 11:08 am

I seem to be having the opposite problem unless it is the fact that I am using the bbest programme rather than the full estelite. Can you save customer info/dockets and can you save their details rather than having to re input for each frame? As soon as I print it all disappears and have to put in the details again even if they want another frame. Also if I go into the options to add something halfway through a customer transaction if I go back it is gone.
If this is one of the differences in the two programmes then just ignore me.
many thanks
Michelle

Post by **John** » Tue 21 Oct, 2008 11:25 am

You guessed right Michelle, BBEst does not 'remember' job or customer details.

NorthernTracey · Post by **NorthernTracey** » Tue 25 Nov, 2008 12:07 pm

Hi John,
I too would like details of how to delete jobs/invoices and also customers from the database. In your email you pointed me here so I assume you want me to request here too.

Post by **John** » Tue 25 Nov, 2008 12:17 pm

NorthernTracey wrote:In your email you pointed me here so I assume you want me to request here too.

The email not only pointed you here, it also answered your question.

NorthernTracey · Post by **NorthernTracey** » Wed 26 Nov, 2008 1:42 pm

Call me stupid but I can't see the answer here??

The above people asked for instructions and you seem to have sent them a PM.

Post by **John** » Wed 26 Nov, 2008 2:34 pm

NorthernTracey wrote:Call me stupid but I can't see the answer here??
The above people asked for instructions and you seem to have sent them a PM.

John wrote:The email not only pointed you here, it also answered your question.

What I was trying to say is that the email (that I sent in response to your initial query) not only pointed you to this forum topic, it also answered your question about deleting "jobs/invoices and also customers from the database".

NorthernTracey · Post by **NorthernTracey** » Mon 08 Dec, 2008 11:39 am

OK John
feel free to call me stupid coz I just re-read and yes you did answer my question. I have a good excuse in that I am busy which is good but also working in a freezing workshop so my brain is probably not functioning properly LOL.

Thanx!

The Framers Forum