Scenario
User wants to have a Saved Search to show Customer with no activities (Tasks, Phone Calls, Events) for the Last 30 Days.
Solution
- Navigate to Lists > Search > Saved Searches > New
- Select Customer
- Search Title: Enter Title
- Example: Customers with no Activities
- Click Criteria
- Go to Standard
- Filter:
- Select Inactive
- Inactive : Click No
- Select Activity Fields…
- Activity Fields… : Click Event, Phone Call and Task
- Note: Always click Add once Filter selected and adjusted as needed.
- Click Criteria
- Go to Summary
- Field:
- • Select Formula (Numeric)
- • Formula : Case when max({today}) – max(to_date({activity.date})) > 30 then 1 else 0 end
- Description :is 1
- Summary Type :Click Maximum
- Click Results
- Go to Columns
- Field:
- Select Internal ID
- Summary Type : Click Group
- Select Name
- Summary Type : Click Group
- Select
- Activity Fields…
- Activity Fields… : Click Date
- Summary Type : Click Maximum
- Custom Label : Last Activity Date
- Custom Summary Label : Last Activity Date
- SelectFormula (Text)
- Summary Type : Click Count
- Formula: Case When {activity.type} = ‘Task’ AND {today}- To_Date({activity.date}) > 30 then {activity.internalid} END
- Custom Label : Task
- Custom Summary Label : Task
- Select Formula (Text)
- Summary Type : Click Count
- Formula: Case When {activity.type} = ‘Phone Call’ AND {today}- To_Date({activity.date}) > 30 then {activity.internalid} END
- Custom Label : Phone Call
- Custom Summary Label : Phone Call
- Select Formula (Text)
- Summary Type : Click Count
- Formula: Case When {activity.type} = ‘Event’ AND {today}- To_Date({activity.date}) > 30 then {activity.internalid} END
- Custom Label : Event
- Custom Summary Label : Event
- Select Formula (Text)
- Summary Type : Click Count
- Formula: Case when {today} – to_date({activity.date}) > 30 then {activity.internalid} end
- Custom Label : Total
- Custom Summary Label : Total
- Note: Always click Add once Field selected and adjusted as needed.
- Click Save & Run