Hi, I'm trying to create a SS for Reminders, that ...
# suiteanalytics
a
Hi, I'm trying to create a SS for Reminders, that shows Customers where their Last Activity Date was more than 60 days ago. This is not referring to LSA, this is specific to a Rep. So far, I'm doing this as a Customer Search, joining Activity records (Activity: Activity Type = Phone Call, Activity: Date Completed = is on or before 60 days ago) - see CRITERIA screenshot attached. The results are technically correct, however it's still returning Customers who have Activity in the last 60 days (even though the specific Activities are not in the Results). I assume I need a formula to achieve this. Can anyone point me in the right direction? Also, I assume I need to add something to account for the scenario where we don't have a completed Activity recorded at all - e.g. if Date Completed = Empty or is > 60 days. Just not sure of the specific way to get this. Thanks.