Tagged Content List

Reporting Query for Neglected Accounts

I know there is an out of the box report for neglected accounts, that queries based on account activity (activity meaning scheduled tasks, phone calls, emails, etc.) that has been attached to that account. My problem is I need to find a query for neglected accounts that is based on the account having...
Forum Thread | on 5 Nov 2008 by Larry NeJame

Adding one activity entry to multiple records

Hi, I am trying to run the "Create Quick Campaign Wizard" for a list of accounts pulled up through an advanced find. When I create the campaign activity and try to post it to all account records, I get the following error message: "CRM installation is in an inconsistent state to...
Forum Thread | on 23 Apr 2009 by Kate Web