How to Create a Search for Customers with No Recent Activity under the Activities Subtab

Scenario

The user wants to see all customers who have no recent activities under the Communication tab > Activities subtab.

Solution

1. Go to Reports > Saved Searches > All Saved Searches > New and click Customer.

2. Enter a title for the saved search.

3. On the Criteria subtab, click Summary.

   1. In the Summary Type field, select Maximum.

   2. In the Field column, select Activity Fields....

   3. In the popup, select Date.

   4. Select not after, and then (Relative). On the next line, enter 1 and select months ago.

   5. Click Set. This filter limits results to customers with no activity in the past month. You can enter a different relative time period to search for customers with no activity for a different period of time.

4. On the Results subtab, click Columns.

   1. Select the Name field from the list. In the Summary Type field, select Group.

   2. Click OK.

   3. Add a new column and select Activity fields....

   4. In the popup, select Date.

   5. In the Summary Type column, select Maximum.

   6. Click Add.

5. Save the search.