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Activities and groups

Last post 06-02-2009, 9:13 AM by Adam Travers. 3 replies.
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  •  05-29-2009, 5:26 PM 1843

    Activities and groups

    I need to create a slx group that shows all accounts that have not had an activity in the last so many days.  The list should have on it the account information and then the last activity completed date.  One row per account.

     I can create the group and display the account information, but when I add completed date the listing changes to showing all activities for the account rather than just the last activity.

     Any help would be appreciated.

  •  05-29-2009, 11:15 PM 1845 in reply to 1843

    Re: Activities and groups

    Hi,

    This is because the link is a one-to-many join, as far as im aware there is nothing you can do about this within the SalesLogix query builder.

    Regards, Adam Travers

     

  •  06-02-2009, 8:48 AM 1848 in reply to 1843

    Re: Activities and groups

    Depending on your version of SalesLogix. SalesLogix does have a field called lasthistorydate. That would be the field you want to use for your group.

     

    Dale

  •  06-02-2009, 9:13 AM 1849 in reply to 1848

    Re: Activities and groups

    The only issue I can see with using that field is there will be a mismatch if a user completes a prior activity using the 'As Scheduled' button

    Regards, Adam Travers

     

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