1. All accounts that have not had a 'call' logged (in the form of a completed activity) against them in 60 days - this can be determined by using 'subject' contains 'call' or 'starts with' 'call'
2. All accounts that have had NO completed activity against them (for all time)
I am struggling as I want to be able to just view a list of accounts i.e. use an 'account' type report but when I do, and apply a cross filter to 'accounts without activities' I also want to add a cross filter for 'accounts with activities' which would then require filter logic on the cross filters (which is not possible).
Does anyone have any suggestions of how I could build this?
1 Antwort
Hi Meegan,
We ran into a similar reporting issue for Accounts and Activities. There is the standard "Last Activity" field, but this was not specific enough for out needs (and I suspect it will only assist with part 2 of your enquiry).
I ended up creating custom date fields on the account - "Last Call", "Last Meeting" etc. That were then updated by process builder each time a specific activity was logged. If you go down this route there are free apps on the app exchange to refresh all your records in order to update these fields.
If the scenario you outline is your only likely reporting requirement going forward you could build a formula checkbox ("Last Call more than 60 Day Ago").
Let me know how you get on?
Best,
Matt
