My boss wants to know the last time all of our accounts contacted us, to insure that we are following up with them all and hearing back from them every 6 months.
The end goal is to generate a report that gives the following information: We last emailed the account on date X and someone from the account last emailed us on date X.
Also perhaps making a formula field that says that this customer is "active" or "not active".
I'm not sure how to look this info up as there dosn't seem to be a way to filter inbound emails from outbound emails.
(we use linkpoint to record emails from outlook to SF.)
Any help would be great!
Thanks!
Mike
4 risposte
EmailMessage is only tagged to Case. So, if you want to get all Case related to some account, you need to query to Account first to get their CaseId.
