03-23-2010 08:44 AM
I'm not sure how to search for this. I tried a variety of phrases, but never found just what I needed, so I apologize if this has been covered already.
I'd like to be able to search through my contacts, and make a report that shows, for example, people I have not contacted in say, 2 months, 6 months, etc.. Is this possible?
Ideally, I'd like a window to pop up and tell me that says, "Today, you need to contact customers X,Y and Z because you have not heard from them in 6 months."