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  1. Report - Contacts not used within a time period e.g 12 months

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    3 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, confirming here that Smart Lists in Xero only work for Customer lists at present.

    That said, while not a report you can actually use JAX to provide you a list that you could then use and reference to the left side of your screen while you check and bulk archive from your Contacts list.

    As an example you can ask JAX something like "I want a list of all Supplier contacts that I have not purchased from in the past [x] months" 😊

    Maureen Wotherspoon shared this idea  ·