Inactivate Customer Records Who have Not Purchased for the Last 2Years

This can be accomplished through Mass Update. To setup the mass update criteria, perform the following steps:

1. Navigate to Lists > Mass Update > Mass Updates.

2. Expand Contact Management.

3. Select Inactivate Customers.

4. Provide a Title of Action.

5. In the Criteria tab, set the following filters:

• Transaction Fields: Date is on or before same day year before last

• Transaction Fields: Date is after same day year before last

• Transaction Fields: Type is any of Invoice, Cash Sale

6. Click Preview.

7. Click Perform Update.