Reports - Clients not contacted in "x" days

[vfournier]

Hello!

I am using GM 6.7 and am trying to create a report that shows which clients HAVE NOT been contacted in the last "x" days. I have no programming background and am finding the coding to be frustrating. I've looked through all the pre-made reports and can't seem to find one that will do what I want. We do not use Crystal or Access (yet).

Also we have all of our clients set up in the FIELDS>>NURTURING PROFILE>>Contact Frequency field. All the data is in - I just can't figure out how to pull it out.

Thanks for your help!

V in Toronto

 

[RobColborne]

Hi

You could use the field; lastconton from the Contact2 table, this is visible within the the Summary tab.

Use this to build a filter and then run a standard report.

Rob

 

[vfournier]

Thanks Rob. I really don't understand all this stuff, but am trying hard to figure it out. Where do I go to choose "lastconton"?? Is it under the "Customize Reports" section?

Thanks again!

V in Toronto

 

[vfournier]

Sorry Rob...figured it out. Thanks for your help!

V in Toronto