We are planning a export some data from an old database to a new one. The old database has a function that was supposed to close a client's case and archive the record if there is no action on it for 180 days and no future contact planned. The problem we have faced is that this "automatic" facility requires you to manually access each clients record for it to apply the auto close and archive. I have exported the data I need from the old database but we have several hundred open case IDs who need to be deleted before we can import the data to a new system.
I am wondering if it is possible to use excel to identify the client IDs with no contact for the previous 180 days and who have no contact planned for the next 180 days and to either highlight or delete all the unneeded rows from the spreadsheet
I have attached an extract of the data set we are working with
Thanks in advance for any assistance
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