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Reporting on neglected accounts
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03-03-2010 05:35 PM
Hi,
I am trying to create reports based on the last time a customer account was actually visited. If i run it based on last activity it includes all activities (calls, emails etc).
Any idea how to get it as
Account Rating
Last Customer Visit (event subject = customer visit)
with time field: last customer visit more than 3 months ago.
Please let me know if you need more information to help me!
Thanks,
Nicole
Re: Reporting on neglected accounts
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03-03-2010 08:33 PM
Create a Custom Report Type showing Accounts with or without Activities, and filter on Activity Type.
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