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re: Accounts with no Sub Contacts RRS feed

  • Question

  •  

    Hi Guys,

     

    Is there a way within CRM 4.0 or by using a 3rd party add-on product to identify Accounts with NO sub-contacts? The advanced find just doesn't cut-it! Same goes when you’re trying to find Accounts that have NO scheduled(Activity) or completed activities(history)

     

    Thanks in advanced

     

    Wednesday, October 22, 2008 11:06 PM

Answers

  • You can create the report, run the report and then export to Excel.

     

    Thursday, October 23, 2008 1:02 PM

All replies

  • You could write a custom report using Visual Studio and upload it to the CRM server.

     

    Thursday, October 23, 2008 12:07 AM
  •  

    Thanks for the response – it’s appreciated.

     

    I would ideally like to be able to locate all the records then export them into excel and update them either using EBAX or a match import. It just seem that CRM 4.0 it’s impossible to filter on the above.

    Thursday, October 23, 2008 12:33 PM
  • You can create the report, run the report and then export to Excel.

     

    Thursday, October 23, 2008 1:02 PM