Is it possible to set up a report that shows a list of accounts that have no Meetings and/or Calls held in the last 60 days?
Is it possible to set up a report that shows a list of accounts that have no Meetings and/or Calls held in the last 60 days?
Not Out of the Box, but you can accomplish that by creating a datetime custom fields on Accounts module, which would be populated by SugarBPM on creating either a Call or a Meeting.
This way you will be able to create a record which filter Accounts according to such custom field.
Regards
Not Out of the Box, but you can accomplish that by creating a datetime custom fields on Accounts module, which would be populated by SugarBPM on creating either a Call or a Meeting.
This way you will be able to create a record which filter Accounts according to such custom field.
Regards