09-26-2013 09:59 AM
I want to figure out a way to lookup contacts bases on when their last NOTE was entered, but I want to include other filters/limits as well. For example, I would like to limit my results based on the CREATEDATE and maybe some other fields, THEN I want to see if any of them have NOT had a NOTE entry in the past 90 days. Any ideas on this?
09-26-2013 10:30 AM
You can get the main part of what you want using Lookup | Contact Activity.
09-26-2013 10:38 AM
The issue is that I can't further limit that lookup. I have thousands of contacts, and I want to be able to limit to only contacts that have a create date of less than X days. Lookup | Contact Activity does not actually create a lookup that can be further limited.
09-26-2013 11:10 AM
In the list view you can then sort by the create date and select the desired contacts and create a lookup from that. This is the best there is because there isn't any way to create the lookup you want where its based on two tables.
09-26-2013 11:19 AM
Thanks very much for the info. This is what I was doing, but I thought there would be a way to get what I need. You saved me a bunch of time by confirming that it can't be done. Thanks again!