Custom Filters: List of contacts with no notes in (eg) last month
I've been asked to find a way to extract and review contacts with no notes in a period of time. This would enable our team to see which contacts we haven't heard from in a while and, if necessary follow this up.
I know there are already preset filters for "All contacts with no notes in last 7 days/last month" but this returns hundreds of contacts including cold leads:
I've tried adding a Custom drop down field for each record for Customer Type using a simple loyalty ladder of:
But can't seem to find a way to break this down into manageable data to track those contacts we are interested in.
I've also tried tagging them according to the same principle for Customer Type but still can't find a way of identifying those with no notes over a set period:
If anyone has found a way around this, it would be good to know how you have done this.
If not, it would be a great Mod in Insighty to help track, for example, regular customers who have not been in contact for a while.