Hi all, I'm trying to produce a Saved Search of Leads who have no Activities (Phone Calls or Events) recorded (with Status=Completed) in the last 12 months. I don't want to base this off the LSA as there are Customer Service reps that also record valid activities. Can anyone share the best way to achieve this? Thanks.

That gets tricky. Are you familiar with summary searches?

Somewhat. I've worked a bit with Saved Searches, but not so good when it gets to all the formulas. I assume, I need to base the SS from Customer record, Stage = Lead, but then not sure on best approach after that! I've searched SuiteAnswers and this group but haven't found something close enough to model on.

@Allison Customer search Group by Customer and Join Phone Calls with Date. Summary Max on the Date. In Criteria Summary use Max on Phone : Date

@Netsuite Tragic Thanks for your response 🙂 @David Hayden kindly helped me out on this one with a slightly different solution (as it was based on Activities, not just Calls). That said, I'll create a version with your suggestion as I think this could be useful also. Thanks again!