I did something similar. Our staff is made up teams (Leadership, Engineering, Sales, etc) and each team is required to meet with each account a specified number of times per month. I had to create a report that shows accounts that have not had a meeting for the last 60 days for each team. As André Lopes mentioned, there is no way to do this out of the box. For each team, I created a custom boolean field and a custom date field in Accounts module, for example no_meetings_within_range_sales_c and latest_meeting_beyond_range_sales_c. Then I set up a scheduled job where, for each team, a SQL query selected accounts where the most recent non-deleted meeting was older than 60 days together with the date of the most recent meeting. For each account selected, the boolean and date fields for each team (referred to above) were updated. Also, a specification was added to avoid changing date_modified every time this job runs. This allowed me to create reports for each team using the no_meetings_within_range and latest_meeting_beyond_range fields. There's probably an easier way to do this, but this is the best I could think of at the time.
I did something similar. Our staff is made up teams (Leadership, Engineering, Sales, etc) and each team is required to meet with each account a specified number of times per month. I had to create a report that shows accounts that have not had a meeting for the last 60 days for each team. As André Lopes mentioned, there is no way to do this out of the box. For each team, I created a custom boolean field and a custom date field in Accounts module, for example no_meetings_within_range_sales_c and latest_meeting_beyond_range_sales_c. Then I set up a scheduled job where, for each team, a SQL query selected accounts where the most recent non-deleted meeting was older than 60 days together with the date of the most recent meeting. For each account selected, the boolean and date fields for each team (referred to above) were updated. Also, a specification was added to avoid changing date_modified every time this job runs. This allowed me to create reports for each team using the no_meetings_within_range and latest_meeting_beyond_range fields. There's probably an easier way to do this, but this is the best I could think of at the time.
