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Advanced Find - Not activity in x days RRS feed

  • Question

  • Has anyone found a way to utilize Advanced Find and/or Marketing lists to find accounts that have not been modified in the last x number of days? Using the "Modified On" -> "Older than x Months" search returns records that were modified over x months ago, but also shows those that were modified yesterday too.... so the criteria is not met. I'm sure "someone" has needed this data before and has an answer, but I can't seem to find it...

    Help Please!

    Wednesday, May 12, 2010 9:41 PM

Answers

  • Hi Jared,

    You need to use marketing list for this. create new account marketing list then add all the accounts to this marketing list.

    Now in marketing list use adavanced find to remove the members options and then remove the account which have got account modified (or actvitity) in x days. check this article for the same

    http://www.redware.com/mscrm/handbook/microsoft_crm_marketing.html#_Toc193892028

     

    So since these account gets removed you are left with account which are not modified or not have activity in last x days.

    you can do now advanced find on account and search for account belonging to this marketing this and this should return required accounts now..

    Hope this helps..

    Thursday, May 13, 2010 8:10 AM
    Answerer

All replies

  • Try adding another AND filter that says when ModifiedOn contains data.
    MSCRM Bing'd - http://bingsoft.wordpress.com
    Wednesday, May 12, 2010 9:46 PM
    Moderator
  • Hi Jared,

    You need to use marketing list for this. create new account marketing list then add all the accounts to this marketing list.

    Now in marketing list use adavanced find to remove the members options and then remove the account which have got account modified (or actvitity) in x days. check this article for the same

    http://www.redware.com/mscrm/handbook/microsoft_crm_marketing.html#_Toc193892028

     

    So since these account gets removed you are left with account which are not modified or not have activity in last x days.

    you can do now advanced find on account and search for account belonging to this marketing this and this should return required accounts now..

    Hope this helps..

    Thursday, May 13, 2010 8:10 AM
    Answerer
  • Hi your link doesn't appear to work and I have this exact problem.

    I think i understand your theory, but not sure about the execution.  Let's say I am looking for records three weeks ago. I do not want two weeks and last week to show up in the results.  I have created an advanced find view that says Created on Last X Days=21. Then I opened up my marketing list that is built upon this advanced find view. How do I subtract the last 14 days to give me days 21-14 ago?

    Thursday, March 20, 2014 1:32 PM