Inactivate Contacts using mass update.

Requirement: Delete Contact records

We cannot delete the contact records as it have related transaction records. However we can make the same inactive. Inactivate contact records which are inactive for last two years.

Steps

1. Navigate to Lists > Mass Update > Mass Updates
2. Contact Management: Click Plus Sign (+)
3. Click Inactivate Contacts
4. Title of Action: Enter Title
5. Click Criteria
6. Filters: 
   
   • Select Transaction Fields…
     • Transaction Filter: Select Date
     • Date: Select on or before 
       • Select same day two fiscal years ago
   • Select Transaction Fields…
     • Transaction Filter: Select Date
     • Date: Select after
       • Select same day fiscal year before last
   • Select Transaction Fields…
     • Transaction Filter: Select Type
     • Type: Select any of
       • Select Invoice, Cash Sale
7. Click Save