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Hi,
Can anyone advise me the best way of searching for customers who have no closed activities in the past x months. I am trying to co-ordinate an account management exercise so the account managers can target the customers who haven't been contacted recently.
I haven't had any formal training and I would really appreciate any advice.
Thanks
Hello ,
I'm assuming that you can user the Customer History report to view any customer with or without history for the fiscal year.
I used ARhist.fiscyr and ARHist.YtdSales on the select tab of that report. I hope this suggestion is helpful.
Best Regards,
Jana MacDonald
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André Arnaud de Cal...
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