想要生成非活动客户列表,就是30天,60天,90天都没有电话、任务、会议、机会等等更新的客户。(不是 用户)
有人成功使用第三方插件,例如kimunu report 或者其他的方式实现的么?
想要生成非活动客户列表,就是30天,60天,90天都没有电话、任务、会议、机会等等更新的客户。(不是 用户)
有人成功使用第三方插件,例如kimunu report 或者其他的方式实现的么?
Last edited by gzl6; 2011-07-07 at 10:31 AM.
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http://www.sugarforge.org/forum/mess...p?msg_id=33325
By: Christian Knoll
the not exist clause does that for you (you will need to apply a patch to make this work) but this allows you to select accounts where there is no call within the last three month. If you want to have this across activities (e.g. including calls, tasks &meetings) make a union report with those selection criteria and group by the account id.
This was one of the requirements why we built the KINAMU Reporter.
一个插件,解决我的问题。
JJWDesign Tools and Reports Modules
http://www.sugarforge.org/projects/jjwtoolsreports/
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