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

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    2 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

    Vicky Brown supported this idea  · 
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    Vicky Brown commented  · 

    Creating a report of creditors that have not been paid for over two years so they can be archived