How to find people I haven't contacted in a while..

[dpuryear]

We've used CRMs like ACT! and GoldMine in the past and like the highly usable feature where I could find people that I haven't contacted in X days. Obviously, this is pretty critical. But, I can't for the life of me figure out how to do that in SugarOS 4.5.x.

I'd be happy with a report that does any of the following:

1. Shows me a list of contacts I haven't called in X days/weeks/months/whatever.
2. Shows me a list of contacts that haven't had any activity in X days/...

I'd prefer #1, but will take #2.

I'm assuming this is built into SugarCRM since it's a pretty basic need, but I swear I can't find it.

Any thoughts?

[roblaus]

Hi,

The magic word is PRO, It's not in CE as an "out of the box" function. Guess why.

You may want to try ZuckerReports or enhanced search (both can be found on SugarForge).

rgds
rl

[dpuryear]

Good point about PRO. I was looking at the PRO version of 5.0 yesterday after I posted this and noticed they had taken Reports a bit farther to where it was usable.

I wish you could license PRO per person instead of with a minimum of 5.