locked
Creating Reports RRS feed

  • Question

  • need to figure out how to create a report looking for contacts that have not had an activity created in past 3 months.  anothwards neglected contacts.  thanks
    CRM4LIFE
    Monday, September 28, 2009 9:31 PM

Answers

  • If you mean with advanced find, you can't. You could add all contacts to a marketing list and then remove the ones you HAVE contacted.

    Alternatively you could do it with SRS using the report writer or with Excel by modifying the query.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    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
    Monday, September 28, 2009 10:50 PM