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    Is it possible to do an advanced find query with a NOT have clause...

    Basically we would like to be able to find all contacts which have not had an appointment scheduled with them in the last month.

    Any suggestions?

    Thank you in advance for your help. If you think you may be able to help with any of my unanswered threads please look at them here
    Wednesday, August 18, 2010 3:57 PM

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    You cannot do this with an advanced find, but you can workaround with a marketing list. First add all contacts, then use an advanced find to delete all contacts with an appointment... 

    Or you can build a SQL Reporting Services Report.

    Gruß Carsten Groth http://carstengroth.spaces.live.com
    Wednesday, August 18, 2010 5:10 PM
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    Yes, as Carsten says you need to use marketing list for this. create new contact 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 or appointment ) 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 contactwhich are not modified or not have appoinmtnet in last x days.

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

    Hope this helps..

    MayankP My Blog My twitter
    Thursday, August 19, 2010 8:49 AM

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    There is no 'not' logic in the Advanced find tool.
    Jerry http://www.crminnovation.com
    Wednesday, August 18, 2010 4:38 PM
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    You cannot do this with an advanced find, but you can workaround with a marketing list. First add all contacts, then use an advanced find to delete all contacts with an appointment... 

    Or you can build a SQL Reporting Services Report.

    Gruß Carsten Groth http://carstengroth.spaces.live.com
    Wednesday, August 18, 2010 5:10 PM
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    You don't have a field on Contact to check yet. For example you could run an advanced find where the Appointments' Regarding Object does not contain data, but that's the opposite of what you want. 

    Create a workflow on Activity Creation and a boolean attribute on Contact

    Workflow - if activity type = Apppoinment then set Regarding Contact.new_appointmentcreated = yes

    Then you'll be able to run the advanced find on Contact.new_appointmentcreated != yes.

    You could run a SQL to update existing appointments' regarding contacts to yes.

    Thursday, August 19, 2010 3:46 AM
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    Yes, as Carsten says you need to use marketing list for this. create new contact 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 or appointment ) 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 contactwhich are not modified or not have appoinmtnet in last x days.

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

    Hope this helps..

    MayankP My Blog My twitter
    Thursday, August 19, 2010 8:49 AM