Report - Contacts not used within a time period e.g 12 months
A report to run to identify suppliers and customers that have not used in the last 12 months, so we can archive some contacts.
Maureen Wotherspoon
shared this idea
Not a capture all but maybe a step in the right direction for now that could help, Maureen - Smart Lists could help you get a view of the customers that you've not sold items to recently.
You could run a New Smart List to view Any customers who have Not Purchased Any items In the last year - Find out more on Smart lists here.
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Freya Pieroz
commented
@Kelly Munro that only works if your customers are purchasing tracked items. I've not yet found a combination of available filters that allows me to find suppliers, nor have I found a combination that allows me to find contacts where the transaction list is empty, or is empty for a given timespan.