Cleaning up the lienholders list

[pmorse]

The lists of Lienholders and Universal Cert Holders occasionally need some cleaning up - removing old entries that haven't been used in a long time or ones that have been added incorrectly.

I can run a report to tell me which Certificate Holders have been recently used (so I can delete old ones) - how do I determine which Lienholders are current? 

[Jim Jensen]

I haven't done this, but I recommend giving it a try unders Search in the Reports module:
Search- customers, then choose 'Form-Certificates' (there's also one for Evidence of Insurance"), then in the criteria you can input a date range for the issue date to get to the most recent ones. Then in fields/sort you can choose the info from the Certificate holder fields plus many others. I usually find Search output more easily done to Excel then running through the Report designer.