收藏Morgan Hawley 提问于 #Sales And Marketing2013年6月11日 11:16Hi how do I pull a list of accounts that haven't made a donation in 10 yearsWe are a nonprofit organization and we want to run a report or create a list of past donors that haven't made a donation in the last 10 years. Thanks!2 个回答排序按日期排序按最有帮助排序按日期排序加载更多评论...Steve Molis (You Owe Me a Beer, Inc.)2013年6月11日 11:41You can create a Rollup Summary (Date) field that returns the MAX Close Date and add a filter to only count Won opportunites, then use the MAX Win Date in your reort criteria.添加评论撰写回答...粗体斜体下划线删除线项目符号列表编号列表添加链接代码块插入图像附加文件链接 URL取消保存0/9000回复
Steve Molis (You Owe Me a Beer, Inc.)2013年6月11日 11:41You can create a Rollup Summary (Date) field that returns the MAX Close Date and add a filter to only count Won opportunites, then use the MAX Win Date in your reort criteria.
