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Best Way (If any) to create a History report that...

Bronze Super Contributor
Posts: 1,170
Country: USA

Best Way (If any) to create a History report that...

(Act 2007 - I know - but it ain't a perfect world and this is also why this is not as easy as it would be in later versions)

 

Only show me a list of contacts with value X in a field that DO NOT have histories of Type "Meeting" where the regarding contains value X or Y or Z created w/in the last 180 days...

 

 

(2010/11/12 we could do it in dashboards or Topline...)