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Anyacady
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Member since ‎Feb 16, 2024
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Anya Cady

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Anyacady on October 23, 2024
Creating a List of Companies with an associated Main Point of Contact
Hello all! I am currently trying to find a way to create a list of companies that do not have an associated Main Point of Contact so my reps can update their records. I have tried to create a new property that transfers over the data from read more
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Anyacady
Participant
February 28, 2024
Reply to Creating a Table to ensure Protected Customers are Contacted Every 6 Months
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Anyacady
Participant
February 23, 2024
Reply to Creating a Table to ensure Protected Customers are Contacted Every 6 Months
Hey Louise! I just went through each of these steps and everything looked great -- until I looked at the "last returned contact date" on this ta...read more
Anyacady
Participant
February 20, 2024
Reply to Creating a Table to ensure Protected Customers are Contacted Every 6 Months
This is a great solution, however my boss wants a report more specific than that. Could you kindly provide me some detail on the workflows? L...read more
Anyacady
Participant
February 19, 2024
Reply to Creating a Table to ensure Protected Customers are Contacted Every 6 Months
Louise, That is exactly correct! Thank you for laying it out so concisely. Anya
Solved
Anyacady on February 16, 2024
Creating a Table to ensure Protected Customers are Contacted Every 6 Months
Hello! I need to create 6 individual reports for each sales rep to show their protected accounts (companies) that have not returned contact in the last 6 months. Is there a way to effectively do this? Returned contact includes replied to an read more
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