Hello Everyone:
I having some problems creating a Neglect Account report.
We only want to show Accounts that have no Activities with Minimum Days Neglected 90 days.
When I run the report we have a few Accounts that have Opportunities that are Active within the report and we don't want those record to show
ACCOUNTS
Status = Active
Owner= Current Owner
Note I tied this too
Opportunities (Potential Customer)
Status =Lost, Open Won
Activities
Activities Type = closed, Orders Closed, Quotes Closed, phone calls.
Regarding (Opportunities)
Status = Lost, Open Won
Note: if I had certain criteria it remove the Active Opportunities, but it also remove records that should not be removed.
Any help would be great.