Linking two fields in the same module
Hello,
here is my objective. I want to track customer accounts that go inactive i.e. haven't purchased in over a year. I already have a field that tracks the last sale date (called "Last Sales Date"). I then created another drop down field (called "Account Status") that allows you to choose "Active" or "Inactive". What I am hoping to do is have the drop down field automatically update based on sales date. For example, if an account has not purchased in over a year, the "Account Status" would automatically change to "Inactive," and vice versa, if an "Inactive" account makes a purchase, then Account Status Field would then update to "Active."
so I guess I am looking for something that would allow me to put in the "Account Status" field, if "Last Sales Date" is > 365, set to "Inactive." If "Last Sales Date" is < 365, set to "Active."
any help is greatly appreciated or a link to a video or article explaining how to do this.