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The business problem: "What is the date of the last call and last email to every lead. Then, contact the oldest"
A really good report we would like to use is when we can sort hunderds of leads by the last touchpoints we have with them (call, voicemail, email).
Currently the SuiteCRM Reports module does not have the ability to sort and select min/max date values for nested queries - e.g. what is the date of the latest call date on a lead.
This can be easily resolved if 'function' and 'sort' fields are also added to the 'conditions' tab. See screenshots. In this way when filtering records we can filter by the value of the last call/email.
The text was updated successfully, but these errors were encountered:
willrennie
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Type:Suggestion
Issue containing a suggestion of functionality, process or UI. Associated PRs are called enhancement
label
Apr 8, 2019
The business problem: "What is the date of the last call and last email to every lead. Then, contact the oldest"
A really good report we would like to use is when we can sort hunderds of leads by the last touchpoints we have with them (call, voicemail, email).
Currently the SuiteCRM Reports module does not have the ability to sort and select min/max date values for nested queries - e.g. what is the date of the latest call date on a lead.
This can be easily resolved if 'function' and 'sort' fields are also added to the 'conditions' tab. See screenshots. In this way when filtering records we can filter by the value of the last call/email.
The text was updated successfully, but these errors were encountered: