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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Customer Saved Search - Customers without any transactions

edited Nov 5, 2025 5:52PM in Ask A Guru 5 comments

Hi Guru,

We are experiencing an issue with duplicate customers and are attempting to generate a report that displays all customers without any transactions, including Sales Orders, Journal Entries, Purchase Orders, etc. We want to inactivate customers who have no transactions/activity. Could you help us identify the best data selection and filter options to produce a customer saved search?.

Thank you.

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