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This should be pretty straightforward, but will take time:1. Export customer database to spreadsheet program. Vin support should be able to handle the export for you with the desired criteria included.2. Identify the customer ID's you want to delete. To do this I would use simple conditional formatting to highlight duplicate values and then decide what retention or deletion criteria works best for your dealership. I believe Vin has a customer lifetime value figure you can export.3. Send the "delete list" to VinSolutions support and have them remove.
This should be pretty straightforward, but will take time:
1. Export customer database to spreadsheet program. Vin support should be able to handle the export for you with the desired criteria included.
2. Identify the customer ID's you want to delete. To do this I would use simple conditional formatting to highlight duplicate values and then decide what retention or deletion criteria works best for your dealership. I believe Vin has a customer lifetime value figure you can export.
3. Send the "delete list" to VinSolutions support and have them remove.
