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Is it possible to automatically inactivate a customer card in GP when there hasn't been a sale in the past year?
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Hello Carolyn,
It looks like the above posts have answered your question. There is no way to do this within GP currently. It would require a 3rd party module/tool/SQL job to do it.
Thanks!
Best regards,
Dan Moore
Customer Online Technical Community
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Hi,
I have something similar running as a scheduled stored procedure, as Mohammad sugested. You just need to decide how often you want it to check. It could run every night if you wanted.
I have a proc that archives expired quotes too. You can do so many things with SQL jobs.
Kind regards,
Leslie
An SQL Job can do the task.
You can use a product called EIDYNAMICS to do something like this.
www.eidynamics.com
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