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Group of contacts that have not been contacted in the last 90 days
Posted: 08 Feb 10 8:12 AM
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Hi all.
We have SLX LAN v7.2.1 and we would like to create a contacts group that shows contacts that have not been contacted (i.e. no phone call, email or note) within the past 90 days.
I tried using the query builder but I don't see how I can get this to work.
Any ideas?
Thank you in advance. |
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Re: Group of contacts that have not been contacted in the last 90 days
Posted: 08 Feb 10 10:05 AM
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This is harder than you would expect.
The trick is to find a way to use the IN operator in the group definition - because only then can you write some freehand SQL, which is what you need to solve this problem.
First you need a query which will return a list of all ContactIDs which have no HISTORY record with a completed date in the last three months (database changes excluded). Use a correlated subquery:
select C.ContactID from Contact C where not Exists (
select Distinct H.ContactID from history H
where H.CompletedDate > DateAdd(m, -3, getutcdate()) and H.ContactID = C.ContactID and H.Type <> 262156
)
Now create yourself a Contact group. In the conditions bit, add Contact.ContactID and set the operator to IN, and paste the above query in.
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Re: Group of contacts that have not been contacted in the last 90 days
Posted: 08 Feb 10 12:40 PM
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Thanks for the reply Phil.
I opened query builder and selected Contact.ContactID and set the operator to IN and pasted the following in the "Value is:" box:
select A1.ContactID from Contact A1 where not Exists (select Distinct H.ContactID from history Hwhere H.CompletedDate > DateAdd(m, -3, getutcdate()) and H.ContactID = A1.ContactID and H.Type <> 262156)
But when I click OK to see the results nothing displays. Here is what appears in the SQL when I click the "View SQL" button:
SELECT A1.CONTACTID, A1.FIRSTNAME, A1.LASTNAME, A1.ACCOUNT, A2.CITY A2_CITY, A2.STATE A2_STATE, A1.WORKPHONE, A1.MOBILE, A1.EMAIL FROM CONTACT A1 INNER JOIN ADDRESS A2 ON (A1.ADDRESSID=A2.ADDRESSID) WHERE (A1.CONTACTID IN (select A1.ContactID from Contact A1 where not Exists (select Distinct H.ContactID from history H where H.CompletedDate > DateAdd(m, -3, getutcdate()) and H.ContactID = A1.ContactID and H.Type <> 262156)))
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Re: Group of contacts that have not been contacted in the last 90 days
Posted: 08 Feb 10 12:55 PM
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Still no results. Here's the SQL code:
SELECT A1.CONTACTID, A1.FIRSTNAME, A1.LASTNAME, A1.ACCOUNT FROM CONTACT A1 WHERE (A1.CONTACTID IN (select C.ContactID from Contact C where not Exists (select Distinct H.ContactID from history H where H.CompletedDate > DateAdd(m, -3, getutcdate()) and H.ContactID = C.ContactID and H.Type <> 262156)))
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