Query for advanced find of accounts whose contacts has not had appointment

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Posted on by Klundemo

Hi!
I want to set up a personal view with the following criteria

Active Accounts where account address 1 equals a specific city, or no data in adress 1 city. Only view those accounts who has contacts, and only view those accounts whose contact has not had an appointment the last 6 months or ever.

The active and city-part is fine. But Im struggling with the query for accounts whose contacts has not had an appointment. Meaning that if only 1 contact under an account has had an appointment, the account should not be visible in this view.

Would also like to add that the appointments in regarding contacts, not regarding accounts.

Thank you,

Best,

Kristin

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LuHao 40,872 on at

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RE: Query for advanced find of accounts whose contacts has not had appointment

Hi partner,

Is your problem solved? Are there any other questions?

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Thanks. :)
Thomas David Dayman 11,323 on at

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RE: Query for advanced find of accounts whose contacts has not had appointment

Or you can use this technique - trinitytg.com/.../
LuHao 40,872 on at

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RE: Query for advanced find of accounts whose contacts has not had appointment

Hi partner,

This requirement cannot be achieved with a single view and requires two views.

"contact has not had an appointment the last 6 months or ever" - This condition needs to be split into two parts:

The contacts have never had an appointment.

The contacts have appointments and the appointments are within 6 months.

These two conditions cannot appear on one view at the same time. So you need to split into two views.