How to find accounts with no activity

[samrpeters]

Hi there,

When our sugar deployment was set up a previous manager had the wonderful idea of adding loads of accounts for potential customers.

I would like to try and remove some of that clutter so its clearer who we are actually working with. I have been going through manually and deleting empty accounts but with another 5,000 to go i was wondering if there was some way of detecting the accounts i want to delete and removing them en mass

Is there some way to use the report functionality to identify accounts that ...

- Don't have any opportunities?
- Don't have any calls or activity?
- Don't have any products?

While i'm the admin of our Sugar deployment its hosted by Sugar UK so i can't do any work on the database directly.

Any help would be greatly appreciated
Sam

[andopes]

Hi Sam

If you are using the SugarCRM PRO I believe you can generate some Reports which return such list of inactive accounts.
Or you can develop an action for Accounts module which can identify such Accounts and display it on a ListView.

Contact us if you need this feature.

Kind regards

[mvngti]

Andre,

building the query is obviously the easy part, but could you give an outline of how you would build an action to execute that query and display the results in a listview? Listview being the difficult part.

Tx
M

[andopes]

You need to create a new views from view.list.php, which will be the report engine.
Have a loop on modules/Campaigns/controller.php
This file illustrates how to define a new action 'newsletterlist'.
Then look for this view in the modules/Campaigns/views/view.newsletterlist.php
And then look for the definition on modules/Campaigns/metadata

Use this same concept to create your own view.list.php.

Cheers

[samrpeters]

Hi All,

Thank you for your comments, would it be possible to do this using just the functionality built into the reports module? As i mention i don't have access to the PHP or database side of the platform so anything i do has to be through the user interface.

Thanks again for your help
Sam

[sugarcane]

Hi Sam,

If you are familiar with SQL and create a few SQL queries that connect the accounts to the Opportunities, Activities, etc, where you set the deleted field in the accounts module equal to 1 (instead of creating a DELETE statement -- just in case you need to reverse) where there are no matches in those related tables, then you can create a case via the Sugar Case portal asking Sugar UK to run these queries. This should be covered under your support with Pro.