Hi all,
I am hoping you are able to help.
we have created a field to segment our clients into different "buckets" depending on likelihood to give us work. We currently have a view & chart to show when these clients become "neglected" - no contact within the last month. We now want to change this so that they become neglected at different times depending on what "bucketb (x,y etc)" they are in. I can get the view to filter the data showing all the buckets becoming neglected within x weeks but i can't get it to work with the criteria for different lengths of time. I've tried using the and / or grouping but that doesn't work.. My idea solution is to have them show as neglected when X & last contact date is 4 weeks and Y & last contact dates is 12 weeks.
Here is a screenshot of how it is set up currently but i am getting all three of the segments if contact older than 4 weeks.
Any assistance would be amazing if you can understand what i am trying to do
Thanks
no worries, thank you. sorry i thought i had put it on the general forum but probably selected the wrong one in a rush.
Hey there Louisa : This looks like a Dynamics 365 question as opposed to a Customer Insights question. Unfortunately I don't work with D365 much so can't be of much help. If you used this link, it's a pretty vibrant community and I'm sure you'll be able to get feedback pretty quickly. community.dynamics.com/.../dynamics-365-general-forum . If you edit the tags of 'D365', 'Dynamics 365', 'View Filters', remove Audience insights it'll probably get picked up by one of the many wizards too. I hate giving this answer but just don't know much about them and this will probably be fastest for you.
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