locked
lead view RRS feed

  • Question

  • Hello,

    I have a problem, i would like to make a view to see all the leads which have no activities on them, on an owner.How can i do that.

    Thanks
    Monday, October 12, 2009 8:19 AM

Answers

  • Unfortunately, in CRM, it is not possible to query not existing records... So the query "the record which not have related something" cannot be achieve with advanced find
    My blog : http://mscrmtools.blogspot.com You will find: Form Javascript Manager (export/import javascript from forms) ISV.Config Manager (graphical ISV.config edition - export/import) View Layout replicator (customize one view and replicate to others) And others (use tool tag on my blog)
    • Marked as answer by Cosminc Monday, October 12, 2009 8:42 AM
    Monday, October 12, 2009 8:28 AM
    Moderator
  • The best you can do is create a marketing list of all leads and remove the ones WITH activities.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Monday, October 12, 2009 10:25 AM
    • Marked as answer by Jim Glass Jr Monday, October 12, 2009 3:42 PM
    Monday, October 12, 2009 10:25 AM

All replies

  • Unfortunately, in CRM, it is not possible to query not existing records... So the query "the record which not have related something" cannot be achieve with advanced find
    My blog : http://mscrmtools.blogspot.com You will find: Form Javascript Manager (export/import javascript from forms) ISV.Config Manager (graphical ISV.config edition - export/import) View Layout replicator (customize one view and replicate to others) And others (use tool tag on my blog)
    • Marked as answer by Cosminc Monday, October 12, 2009 8:42 AM
    Monday, October 12, 2009 8:28 AM
    Moderator
  • Thank you
    Monday, October 12, 2009 8:43 AM
  • The best you can do is create a marketing list of all leads and remove the ones WITH activities.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/

    or hear me tweet @leontribe
    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Monday, October 12, 2009 10:25 AM
    • Marked as answer by Jim Glass Jr Monday, October 12, 2009 3:42 PM
    Monday, October 12, 2009 10:25 AM