Hello Everyone: I having some problems creating a Neglect Account report. We only want to show Accounts that have no Activities with Minimum Days Neglected 90 days. When I run the report we have a few Accounts that have Opportunities that are Active within the report and we don't want those record to show ACCOUNTS Status = Active Owner= Current Owner Note I tied this too Opportunities (Potential Customer) Status =Lost, Open Won Activities Activities Type = closed, Orders Closed, Quotes Closed, phone calls. Regarding (Opportunities) Status = Lost, Open Won Note: if I had certain criteria it remove the Active Opportunities, but it also remove records that should not be removed. Any help would be great.
↧