We want to create a query to identify clients that haven't had any activity in recent years and then make them inactive. (1) What options should be used to build the query? (2) How do we use the query to then inactivate those clients?

My agency gives out student loans and at the end of the year we need to send out 1098's to the students showing the amount of interest paid. I'm looking for a report or query to simplify the process of determining teh amount of interest paid. I have been doing it manually which takes a long time...

We have several client attributes that we would like to merge with other, almost identical attributes. Is there any way to do this?

Background: We are an organization that provides services to seniors (Meals on Wheels, Adult Day Care, etc). Most of our clients are seniors and their son/daughter is the one that actually receives the invoices and sends in the check (most of the time it is a joint account with the client anyway). Which...

I have several clients that are divorced parents, so they have their own "file" in A/R. On one parent's file, I have the original invoice(s) and the other file is linked so that both parents can pay for the one invoice. Often, I do not know which parent will be responsible for what...

Anyone know how to do this in FE: AR 7.21? Thanks!