Report no meetings of a particular type

[DCross]

I'd like to be able to report which companies we have not met with but it doesn't seem possible? There's only no activity within a certain time period?

If I can manage to achieve this I would also like to know if there are companies who haven't had a meeting with us of a particular meeting type, eg: show all companies where no meetings = type x.

Is this possible?

[karstenkoehler · Accepted solution]

Hi @DCross,

It is possible, it's just not immediately intuitive. This can be solved with lists.

First, create list of companies (Menu > Contacts > Lists) which are associated with meetings of a specific type. Then, create a second list of companies which are not a member of the first list. Voilà.

Best regards!

[DCross]

Thank you, that works very well 🙂