I'm trying to find a solution to the limitations to cross object reporting.
User Story: As a sales company I would like to see all owned companies that have not been contacted "this month".
- My current solution is to create a workflow to flip a property that I can key off of based on the time stamp of "last logged call is less than 30 days ago. Since Last Logged Call is associated to the company and the call is associated to an activity, all active date filters (I.E. this month, this week) are lost.
@Mike_Eastwood I haven't. I'm quite honestly not that familiar with it. Are you sharing that I can achieve the reporting outcome by simply marketing the customer a "target customer" ?
Thanks for reaching out. I want to tag in some thought leaders to see if they can assist with this. Hi @Mike_Eastwood@Dan1@AM8, would you be able to share your thoughts?
Thanks, Jess
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