I am trying to create a group of accounts that do not show SLX activity in at least the last six months either via a ticket or note/history. We would like to update our database and indicate inactive accounts as well as change inactive accounts to active if needed.
However, I cannot figure out how to create the group so that only accounts appear that have not had activity in the last six months.
Also, we have been adding in primary contacts as we touch them in SLX, but I will want to use a contact process for this project, and do not want multiple contacts for each account being approached for this - just one per account.
Since you can't assign a contact process to an account, how can I do this?